Buckingham Strategic Wealth’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
2024 Q2	$6.36M	Buy	56,570 +2,608	+5%	+$287K	0.07%	130
2024 Q1	$5.94M	Buy	53,962 +2,523	+5%	+$265K	0.06%	135
2023 Q4	$5.23M	Sell	51,439 -2,408	-4%	-$230K	0.06%	138
2023 Q3	$4.97M	Sell	53,847 -7,694	-13%	-$738K	0.07%	132
2023 Q2	$5.9M	Buy	61,541 +12,360	+25%	+$1.15M	0.08%	121
2023 Q1	$4.17M	Hold	49,181	–	–	0.08%	124
2022 Q4	$4.17M	Buy	49,181 +1,216	+3%	+$102K	0.08%	124
2022 Q3	$3.73M	Buy	47,965 +15,779	+49%	+$1.36M	0.08%	122
2022 Q2	$2.7M	Buy	32,186 +8,771	+37%	+$798K	0.05%	153
2022 Q1	$2.34M	Buy	23,415 +346	+1%	+$34.5K	0.05%	164
2021 Q4	$2.44M	Buy	23,069 +144	+0.6%	+$15K	0.05%	162
2021 Q3	$2.29M	Buy	22,925 +1,094	+5%	+$112K	0.05%	162
2021 Q2	$2.21M	Sell	21,831 -194	-0.9%	-$19.3K	0.05%	160
2021 Q1	$2.1M	Buy	22,025 +435	+2%	+$40.9K	0.1%	146
2020 Q4	$1.96M	Buy	21,590 +636	+3%	+$54.3K	0.1%	145
2020 Q3	$1.68M	Sell	20,954 -63	-0.3%	-$4.99K	0.13%	127
2020 Q2	$1.55M	Sell	21,017 -6,981	-25%	-$487K	0.15%	111
2020 Q1	$1.75M	Buy	27,998 +21,119	+307%	+$1.56M	0.17%	102
2019 Q4	$545K	Buy	6,879 +265	+4%	+$20.3K	0.05%	228
2019 Q3	$488K	Sell	6,614 -1,269	-16%	-$93K	0.05%	235
2019 Q2	$581K	Sell	7,883 -3,944	-33%	-$288K	0.06%	221
2019 Q1	$853K	Sell	11,827 -3,884	-25%	-$270K	0.11%	153
2018 Q4	$1.01M	Buy	15,711 +10,182	+184%	+$699K	0.15%	114
2018 Q3	$411K	Buy	5,529 +242	+5%	+$17.7K	0.06%	221
2018 Q2	$376K	Buy	5,287 +104	+2%	+$7.54K	0.06%	228
2018 Q1	$372K	Buy	5,183 +599	+13%	+$44.1K	0.07%	203
2017 Q4	$330K	Buy	4,584 +244	+6%	+$17.3K	0.07%	223
2017 Q3	$299K	Buy	+4,340	New	+$292K	0.07%	227
2016 Q1	–	Sell	-3,658	Closed	-$204K	–	238
2015 Q4	$204K	Buy	+3,658	New	+$209K	0.07%	188