Smart Money 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-85,915
| Closed | -$5.38M | – | 82 |
|
|
2020
Q1 | $5.38M | Buy |
85,915
+276
| +0.3% | +$17.3K | 3.78% | 6 |
|
|
2019
Q4 | $6.79M | Buy |
85,639
+14,962
| +21% | +$1.19M | 3.97% | 7 |
|
|
2019
Q3 | $5.21M | Buy |
70,677
+1,934
| +3% | +$143K | 4.18% | 6 |
|
|
2019
Q2 | $5.07M | Sell |
68,743
-3,607
| -5% | -$266K | 4.19% | 6 |
|
|
2019
Q1 | $5.22M | Buy |
+72,350
| New | +$5.22M | 4.56% | 4 |
|