Palladiem’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
$1.44M Sell
36,458
-316
-0.9% -$12.4K 2.25% 17
2015
Q2
$1.57M Hold
36,774
1.29% 20
2015
Q1
$1.58M Buy
36,774
+56
+0.2% +$2.41K 1.29% 19
2014
Q4
$1.58M Buy
+36,718
New +$1.58M 1.3% 20