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Merriman Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Merriman Wealth Management’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-23,740
Closed -$1.3M – 190
2020
Q1 		$1.3M Sell
23,740
-8,260
-26% -$453K 0.28% 48
2019
Q4 		$2.14M Hold
32,000
– – 0.41% 54
2019
Q3 		$1.98M Buy
+32,000
New +$1.98M 0.4% 57