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First Ascent Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

First Ascent Asset Management’s Portfolio ACWI Stock Details ACWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-8,519
Closed -$533K – 31
2020
Q1 		$533K Sell
8,519
-5,742
-40% -$359K 0.37% 27
2019
Q4 		$1.13M Buy
+14,261
New +$1.13M 0.69% 15