TrueWealth LLC’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
2020
Q2
$99K Sell
2020
Q1
$87K Buy
2019
Q4
$105K Buy
2019
Q3
$97K Hold
2019
Q2
$97K Buy
2019
Q1
$94K Buy
2018
Q4
$83K Buy
2018
Q3
$96K Hold
2018
Q2
$92K Buy
2018
Q1
$9K Hold
2017
Q4
$9K Buy