Phillips Financial Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Phillips Financial Management’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
2014 Q3	–	Sell
2014 Q2	$503K	Sell
2014 Q1	$497K	Sell
2013 Q4	$503K	Buy
2013 Q3	$495K	Hold
2013 Q2	$470K	Buy