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Evergreen Wealth Solutions’s iShares MSCI ACWI ETF ACWI Stock Holding History

Evergreen Wealth Solutions’s Portfolio ACWI Stock Details ACWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,805
Closed -$235K – 95
2022
Q2 		$235K Sell
2,805
-1,572
-36% -$132K 0.29% 92
2022
Q1 		$437K Buy
+4,377
New +$437K 0.42% 55