Pinnacle Summer Investments’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
$61K Sell
2015
Q3
$103K Buy
2015
Q2
Sell
2015
Q1
$112K Hold
2014
Q4
$112K Hold
2014
Q3
$107K Hold
2014
Q2
$107K Hold
2014
Q1
$102K Hold
2013
Q4
$100K Hold
2013
Q3
$92K Hold
2013
Q2
$88K Buy