Institute for Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-845	Closed	-$58K	–	449
2019 Q4	$58K	Buy	+845	New	+$58K	0.01%	507