Convergent Wealth Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-48,000	Closed	-$1.53M	–	27
2013 Q4	$1.53M	Hold	48,000	–	–	0.25%	16
2013 Q3	$1.39M	Hold	48,000	–	–	0.27%	15
2013 Q2	$1.22M	Buy	+48,000	New	+$1.22M	0.22%	19