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Caliber Wealth Management (Utah)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio ACWI Stock Details ACWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,967
Closed -$282K – 74
2021
Q1 		$282K Hold
2,967
– – 0.2% 68
2020
Q4 		$269K Buy
+2,967
New +$269K 0.26% 64