Watermark Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Watermark Asset Management’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$126K	Buy
2018 Q3	$124K	Buy
2018 Q2	$108K	Hold
2018 Q1	$106K	Buy
2017 Q4	$106K	Buy
2017 Q3	$99K	Buy
2017 Q2	$97K	Hold
2017 Q1	$93K	Buy