Sanders Morris Harris’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
2016 Q2	–	Sell	-5,512	Closed	-$235K	–	320
2016 Q1	$235K	Buy	+5,512	New	+$235K	0.04%	267