AdvicePeriod’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
2021
Q2
$2.63M Buy
2021
Q1
$2.47M Buy
2020
Q4
$2.35M Sell
2020
Q3
$2.53M Sell
2020
Q2
$2.4M Sell
2020
Q1
$4.77M Buy
2019
Q4
$1.01M Sell
2019
Q3
$2.03M Buy
2019
Q2
$1.87M Buy