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Confluence Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Confluence Investment Management’s Portfolio ACWI Stock Details ACWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-62,210
Closed -$3.75M – 258
2014
Q2 		$3.75M Sell
62,210
-2,072
-3% -$125K 0.17% 124
2014
Q1 		$3.74M Buy
+64,282
New +$3.74M 0.19% 123