Simplicity Solutions’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
2023
Q4
$2.02M Sell
2023
Q3
$1.86M Sell
2023
Q2
$2.54M Sell
2023
Q1
$2.44M Buy
2022
Q4
$470K Buy
2020
Q2
Sell
2020
Q1
$2.56M Buy
2019
Q4
$2.98M Buy
2019
Q3
$1.21M Buy
2019
Q2
$298K Buy
2016
Q1
Sell
2015
Q4
$654K Buy