AWM
Activest 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 | $2.11M | Buy |
16,369
+4,604
| +39% | +$592K | 0.51% | 23 |
|
|
2025
Q1 | $1.37M | Buy |
11,765
+634
| +6% | +$73.8K | 0.37% | 37 |
|
|
2024
Q4 | $1.31M | Buy |
11,131
+511
| +5% | +$60K | 0.37% | 36 |
|
|
2024
Q3 | $1.27M | Sell |
10,620
-2,140
| -17% | -$256K | 0.39% | 33 |
|
|
2024
Q2 | $1.43M | Sell |
12,760
-11,811
| -48% | -$1.33M | 0.47% | 28 |
|
|
2024
Q1 | $2.71M | Buy |
24,571
+42
| +0.2% | +$4.63K | 1.3% | 12 |
|
|
2023
Q4 | $2.5M | Sell |
24,529
-352
| -1% | -$35.8K | 1.38% | 11 |
|
|
2023
Q3 | $2.3M | Buy |
+24,881
| New | +$2.3M | 1.42% | 11 |
|
|
2023
Q2 | – | Sell |
-19,172
| Closed | -$1.73M | – | 290 |
|
|
2023
Q1 | $1.73M | Buy |
+19,172
| New | +$1.73M | 1.11% | 13 |
|
|
2022
Q3 | – | Sell |
-8,573
| Closed | -$719K | – | 432 |
|
|
2022
Q2 | $719K | Buy |
8,573
+632
| +8% | +$53K | 0.51% | 18 |
|
|
2022
Q1 | $792K | Buy |
7,941
+1,774
| +29% | +$177K | 0.51% | 21 |
|
|
2021
Q4 | $652K | Buy |
6,167
+310
| +5% | +$32.8K | 0.4% | 30 |
|
|
2021
Q3 | $585K | Buy |
5,857
+48
| +0.8% | +$4.79K | 0.39% | 31 |
|
|
2021
Q2 | $588K | Buy |
+5,809
| New | +$588K | 0.44% | 28 |
|