Secrest Blakey & Associates’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
2019
Q4
Sell
-426
Closed -$26K 109
2019
Q3
$26K Hold
426
0.02% 104
2019
Q2
$26K Buy
426
+2
+0.5% +$122 0.02% 105
2019
Q1
$25K Buy
+424
New +$25K 0.02% 103