55I LLC’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$538K Sell
2021
Q4
$735K Hold
2021
Q3
$695K Buy
2021
Q2
$593K Buy
2021
Q1
$210K Buy
2019
Q4
Sell
2019
Q3
$508K Buy