Next Financial Group’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
2021
Q4
$7K Hold
2021
Q3
$7K Hold
2021
Q2
$7K Hold
2021
Q1
$7K Buy
2020
Q1
Sell
2019
Q4
$6K Sell
2019
Q3
$542K Buy
2016
Q4
Sell
2016
Q3
$8K Buy
2014
Q4
Sell
2014
Q3
$15K Buy
2014
Q2
$1K Buy