Beacon Financial Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-5,017
Closed -$313K 146
2020
Q1
$313K Buy
5,017
+679
+16% +$42.4K 0.4% 84
2019
Q4
$343K Buy
+4,338
New +$343K 0.29% 101