Peterson Financial Group’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
2024
Q3
$129K Buy
+1,080
New +$129K 0.5% 49
2024
Q2
Sell
-3,130
Closed -$345K 33
2024
Q1
$345K Sell
3,130
-101
-3% -$11.1K 2.25% 18
2023
Q4
$329K Buy
+3,231
New +$329K 2.16% 18