WWM
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Willingdon Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Willingdon Wealth Management’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-140
Closed -$9K – 360
2018
Q4 		$9K Hold
140
– – ﹤0.01% 264
2018
Q3 		$10K Hold
140
– – ﹤0.01% 288
2018
Q2 		$10K Hold
140
– – ﹤0.01% 260
2018
Q1 		$10K Hold
140
– – ﹤0.01% 256
2017
Q4 		$10K Buy
+140
New +$9.9K ﹤0.01% 240

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JMPWA
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ST
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IC
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Envestnet Asset Management
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SP
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Mirae Asset Global Investments
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