Wealthfront’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10,708
| Closed | -$600K | – | 353 |
|
|
2016
Q1 | $600K | Buy |
+10,708
| New | +$600K | 0.02% | 134 |
|
|
2015
Q3 | – | Sell |
-117
| Closed | -$7K | – | 1238 |
|
|
2015
Q2 | $7K | Buy |
117
+6
| +5% | +$359 | ﹤0.01% | 947 |
|
|
2015
Q1 | $7K | Hold |
111
| – | – | ﹤0.01% | 697 |
|
|
2014
Q4 | $6K | Buy |
+111
| New | +$6K | ﹤0.01% | 580 |
|
|
2014
Q2 | – | Sell |
-81
| Closed | -$5K | – | 596 |
|
|
2014
Q1 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 518 |
|