Sunflower Bank Wealth Management’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
Q3 | $12M | Sell |
150,755
-9,815
| -6% | -$784K | 4.04% | 5 |
|
|
2020
Q2 | $11.8M | Sell |
160,570
-40,190
| -20% | -$2.96M | 3.98% | 5 |
|
|
2020
Q1 | $12.6M | Sell |
200,760
-2,445
| -1% | -$153K | 4.77% | 4 |
|
|
2019
Q4 | $16.1M | Buy |
203,205
+89,050
| +78% | +$7.06M | 4.93% | 3 |
|
|
2019
Q3 | $8.42M | Sell |
114,155
-2,320
| -2% | -$171K | 2.69% | 9 |
|
|
2019
Q2 | $8.58M | Sell |
116,475
-1,130
| -1% | -$83.3K | 2.77% | 9 |
|
|
2019
Q1 | $8.49M | Sell |
117,605
-4,070
| -3% | -$294K | 2.56% | 8 |
|
|
2018
Q4 | $7.81M | Sell |
121,675
-1,320
| -1% | -$84.7K | 2.5% | 8 |
|
|
2018
Q3 | $9.13M | Sell |
122,995
-2,500
| -2% | -$186K | 2.57% | 8 |
|
|
2018
Q2 | $8.92M | Buy |
125,495
+80
| +0.1% | +$5.69K | 2.61% | 9 |
|
|
2018
Q1 | $8.99M | Buy |
125,415
+2,737
| +2% | +$196K | 2.48% | 8 |
|
|
2017
Q4 | $8.84M | Buy |
+122,678
| New | +$8.84M | 2.38% | 8 |
|