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Phillips Wealth Planners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Phillips Wealth Planners’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,811
Closed -$384K – 175
2023
Q4 		$384K Buy
+3,811
New +$384K 0.46% 75