ShoreHaven Wealth Partners’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
2022
Q3
Sell
2022
Q2
$284K Sell
2022
Q1
$5.46M Sell
2021
Q4
$12M Buy
2021
Q3
$11.2M Buy
2021
Q2
$11.2M Buy
2021
Q1
$10.2M Buy
2020
Q4
$9.66M Buy