Squar Milner Financial Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Squar Milner Financial Services’s Portfolio SUSA Stock Details SUSA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell
2020 Q1	$290K	Hold
2019 Q4	$355K	Buy
2019 Q3	–	Sell
2019 Q2	$323K	Hold
2019 Q1	$313K	Hold
2018 Q4	$273K	Hold
2018 Q3	$316K	Sell
2018 Q2	$369K	Hold
2018 Q1	$362K	Hold
2017 Q4	$387K	Buy