GPWA
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Great Point Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-10,453
Closed -$995K 54
2021
Q1
$995K Buy
+10,453
New +$995K 0.38% 25
2019
Q1
Sell
-23,308
Closed -$1.5M 46
2018
Q4
$1.5M Buy
+23,308
New +$1.5M 1.41% 17