Sargent Bickham Lagudis’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 Q3	–	Sell	-366	Closed	-$16K	–	782
2016 Q2	$16K	Hold	366	–	–	﹤0.01%	490
2016 Q1	$16K	Buy	+366	New	+$16K	﹤0.01%	507