Cornerstone Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,745	Closed	-$228K	–	552
2023 Q2	$228K	Hold	6,745	–	–	0.02%	462
2023 Q1	$208K	Buy	+6,745	New	+$208K	0.02%	445
2022 Q3	–	Sell	-7,073	Closed	-$201K	–	463
2022 Q2	$201K	Buy	+7,073	New	+$201K	0.02%	426