AFA
AA Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Hold |
3,456
| – | – | 0.1% | 118 |
|
|
2025
Q1 | $402K | Hold |
3,456
| – | – | 0.1% | 115 |
|
|
2024
Q4 | $406K | Hold |
3,456
| – | – | 0.11% | 112 |
|
|
2024
Q3 | $413K | Buy |
3,456
+1,182
| +52% | +$141K | 0.12% | 110 |
|
|
2024
Q2 | $256K | Hold |
2,274
| – | – | 0.09% | 144 |
|
|
2024
Q1 | $250K | Hold |
2,274
| – | – | 0.1% | 138 |
|
|
2023
Q4 | $231K | Buy |
+2,274
| New | +$231K | 0.15% | 58 |
|