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

Cornerstone Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-26,965
Closed -$418K – 1347
2018
Q2 		$418K Buy
+26,965
New +$418K ﹤0.01% 1062