BETA WEALTH GROUP, INC. – iShares MSCI ACWI ex U.S. ETF Transaction History
BETA WEALTH GROUP, INC. portfolio value:
$2.28M
portfolio value
BETA WEALTH GROUP, INC. quarter portfolio value change:
-11.09%
quarter
iShares MSCI ACWI ex U.S. ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.31% | -3.84K shares | -458K | $40.01 | 57.12K |
| Q2 2022 | share | Decrease | -0.27% | -164 shares | -452K | $45 | 60.96K |
| Q1 2022 | share | Increase | +16.13% | 8.49K shares | 278K | $52.27 | 61.13K |
| Q4 2021 | share | 0.00% | 0 shares | 0 | $55.69 | 52.63K | |
| Q3 2021 | share | Increase | +5.73% | 2.85K shares | 54K | $55.41 | 52.63K |
| Q2 2021 | share | Increase | +1.88% | 918 shares | 167K | $57.51 | 49.78K |
| Q1 2021 | share | Decrease | -3.27% | -1.65K shares | 16K | $54.6 | 48.86K |
| Q4 2020 | share | Increase | 0.00% | 50.52K shares | 2.68M | $52.49 | 50.52K |