EWM
CSML

Executive Wealth Management’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

Executive Wealth Management’s Portfolio CSML Stock Details CSML Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-9,034
Closed -$225K – 851
2019
Q2 		$225K Sell
9,034
-60,264
-87% -$1.5M 0.03% 152
2019
Q1 		$1.72M Sell
69,298
-4,207
-6% -$104K 0.31% 60
2018
Q4 		$1.64M Buy
+73,505
New +$1.64M 0.29% 54