Hefty Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Hefty Wealth Partners’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$138K	Sell
2017 Q4	$141K	Sell
2017 Q3	$140K	Sell
2017 Q2	$133K	Sell
2017 Q1	$130K	Sell
2016 Q4	$128K	Sell
2016 Q3	$130K	Sell
2016 Q2	$146K	Sell
2016 Q1	$177K	Buy
2015 Q4	$175K	Buy