Courage Miller Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Courage Miller Partners’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$611K	Hold	4,750	–	–	0.19%	47
2025 Q1	$553K	Hold	4,750	–	–	0.19%	48
2024 Q4	$558K	Hold	4,750	–	–	0.19%	50
2024 Q3	$568K	Hold	4,750	–	–	0.19%	51
2024 Q2	$534K	Hold	4,750	–	–	0.19%	54
2024 Q1	$523K	Hold	4,750	–	–	0.18%	58
2023 Q4	$483K	Hold	4,750	–	–	0.18%	56
2023 Q3	$439K	Hold	4,750	–	–	0.18%	55
2023 Q2	$456K	Hold	4,750	–	–	0.19%	58
2023 Q1	$433K	Hold	4,750	–	–	0.18%	58
2022 Q4	$403K	Sell	4,750 -2,350	-33%	-$199K	0.19%	58
2022 Q3	$553K	Hold	7,100	–	–	0.28%	48
2022 Q2	$596K	Hold	7,100	–	–	0.28%	47
2022 Q1	$708K	Hold	7,100	–	–	0.28%	45
2021 Q4	$751K	Hold	7,100	–	–	0.28%	47
2021 Q3	$709K	Hold	7,100	–	–	0.28%	49
2021 Q2	$718K	Hold	7,100	–	–	0.29%	52
2021 Q1	$676K	Hold	7,100	–	–	0.29%	52
2020 Q4	$644K	Hold	7,100	–	–	0.3%	51
2020 Q3	$523K	Hold	7,100	–	–	0.28%	55
2020 Q2	$523K	Hold	7,100	–	–	0.28%	55
2020 Q1	$444K	Hold	7,100	–	–	0.27%	53
2019 Q4	$563K	Hold	7,100	–	–	0.29%	53
2019 Q3	$524K	Hold	7,100	–	–	0.29%	53
2019 Q2	$523K	Sell	7,100 -153	-2%	-$11.3K	0.29%	54
2019 Q1	$523K	Hold	7,253	–	–	0.3%	54
2018 Q4	$465K	Hold	7,253	–	–	0.28%	56
2018 Q3	$539K	Hold	7,253	–	–	0.31%	54
2018 Q2	$515K	Hold	7,253	–	–	0.31%	54
2018 Q1	$520K	Sell	7,253 -2	-0%	-$143	0.32%	54
2017 Q4	$523K	Sell	7,255 -5	-0.1%	-$360	0.32%	53
2017 Q3	$500K	Hold	7,260	–	–	0.31%	54
2017 Q2	$475K	Hold	7,260	–	–	0.31%	53
2017 Q1	$459K	Sell	7,260 -170	-2%	-$10.7K	0.32%	53
2016 Q4	$440K	Sell	7,430 -700	-9%	-$41.5K	0.31%	53
2016 Q3	$480K	Hold	8,130	–	–	0.33%	51
2016 Q2	$457K	Hold	8,130	–	–	0.33%	55
2016 Q1	$456K	Hold	8,130	–	–	0.32%	53
2015 Q4	$454K	Hold	8,130	–	–	0.31%	53
2015 Q3	$439K	Buy	+8,130	New	+$439K	0.33%	51