CPG

Cornerstone Planning Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-73	Closed	-$2.46K	–	982
2023 Q3	$2.46K	Sell	73 -72	-50%	-$2.42K	﹤0.01%	619
2023 Q2	$5.15K	Buy	+145	New	+$5.15K	﹤0.01%	885
2022 Q4	$81.1K	Buy	+2,361	New	+$81.1K	0.03%	187