Polaris Wealth Advisory Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Polaris Wealth Advisory Group’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell
2014 Q3	$249K	Buy
2014 Q2	–	Sell
2014 Q1	$76K	Sell
2013 Q4	$79K	Sell
2013 Q3	$173K	Buy
2013 Q2	$162K	Buy