WAM
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Watermark Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Watermark Asset Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$42K Buy
2018
Q3 		$15K Buy