Cabot Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-2,975
Closed -$200K 125
2018
Q1
$200K Hold
2,975
0.04% 125
2017
Q4
$202K Buy
+2,975
New +$202K 0.04% 132