Mariner Wealth Advisors (Cincinnati)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$563K Buy
2018
Q2
$520K Sell
2018
Q1
$604K Buy
2017
Q4
$550K Sell
2017
Q3
$546K Buy
2017
Q2
$497K Buy
2017
Q1
$448K Buy
2016
Q4
$381K Buy
2016
Q3
$354K Buy
2016
Q2
$337K Buy
2016
Q1
$273K Buy