Vivid Financial 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
Q2
Sell
-54,943
Closed -$3.44M 90
2020
Q1
$3.44M Sell
54,943
-5,077
-8% -$318K 4.49% 4
2019
Q4
$4.82M Buy
+60,020
New +$4.82M 5.16% 4