Merriman Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-28,500	Closed	-$1.29M	–	191
2020 Q1	$1.29M	Sell	28,500 -10,000	-26%	-$451K	0.28%	50
2019 Q4	$2.14M	Hold	38,500	–	–	0.41%	55
2019 Q3	$1.98M	Buy	+38,500	New	+$1.98M	0.4%	56