Grimes & Company’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,621
Closed -$208K 231
2019
Q4
$208K Sell
2,621
-378
-13% -$30K 0.01% 249
2019
Q3
$221K Sell
2,999
-143
-5% -$10.5K 0.02% 232
2019
Q2
$232K Buy
+3,142
New +$232K 0.02% 223