Vector Wealth Management’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 Q4	$276K	Sell	6,000 -800	-12%	-$36.8K	0.19%	68
2016 Q3	$309K	Buy	6,800 +1,600	+31%	+$72.7K	0.21%	60
2016 Q2	$225K	Buy	+5,200	New	+$225K	0.15%	74