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TrinityPoint Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

TrinityPoint Wealth’s Portfolio ACWI Stock Details ACWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,799
Closed -$832K – 273
2022
Q4 		$832K Buy
+9,799
New +$832K 0.19% 123