Beaumont Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $843K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $256K | Sell |
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|
2020
Q1 | $283K | Sell |
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|
2019
Q4 | $7.94M | Sell |
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|
2019
Q3 | $9.24M | Sell |
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|
2019
Q2 | $9.66M | Sell |
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|
2019
Q1 | $10.1M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $17.8M | Sell |
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|
2018
Q2 | $17.7M | Buy |
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|
2018
Q1 | $14.9M | Buy |
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|
2017
Q4 | $12.2M | Buy |
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|
2017
Q3 | $10.4M | Buy |
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|
2017
Q2 | $9.05M | Buy |
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|
2017
Q1 | $7.25M | Sell |
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|
2016
Q4 | $7.48M | Buy |
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|
2016
Q3 | $5.35M | Sell |
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|
2016
Q2 | $5.46M | Buy |
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|
2016
Q1 | $2.52M | Buy |
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|
2015
Q4 | $203K | Buy |
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