Bernicke Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $18.1M | Sell |
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2020
Q1 | $22.9M | Buy |
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|
2019
Q4 | $23.7M | Sell |
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|
2019
Q3 | $22.7M | Sell |
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|
2019
Q2 | $23M | Buy |
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|
2019
Q1 | $18M | Sell |
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|
2018
Q4 | $16M | Buy |
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|
2018
Q3 | $18M | Buy |
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|
2018
Q2 | $17.1M | Buy |
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|
2018
Q1 | $15.1M | Buy |
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|
2017
Q4 | $585K | Buy |
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