AWM
Able Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.83M | Sell |
60,883
-2,520
| -4% | -$324K | 3.95% | 4 |
|
|
2025
Q1 | $7.38M | Buy |
63,403
+117
| +0.2% | +$13.6K | 4.35% | 2 |
|
|
2024
Q4 | $7.44M | Sell |
63,286
-1,263
| -2% | -$148K | 4.89% | 2 |
|
|
2024
Q3 | $7.72M | Buy |
64,549
+142
| +0.2% | +$17K | 5.85% | 2 |
|
|
2024
Q2 | $7.24M | Buy |
64,407
+685
| +1% | +$77K | 5.96% | 2 |
|
|
2024
Q1 | $7.02M | Buy |
63,722
+891
| +1% | +$98.1K | 6.12% | 2 |
|
|
2023
Q4 | $6.39M | Buy |
+62,831
| New | +$6.39M | 5.81% | 2 |
|