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Holistic Financial Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Holistic Financial Partners’s Portfolio ACWI Stock Details ACWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-64,274
Closed -$4.64M – 86
2019
Q1 		$4.64M Buy
+64,274
New +$4.64M 1.95% 14