AO
Advisor OS’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Sell |
29,979
-228
| -0.8% | -$29.3K | 0.38% | 39 |
|
|
2025
Q1 | $3.52M | Buy |
30,207
+349
| +1% | +$40.6K | 0.4% | 41 |
|
|
2024
Q4 | $3.51M | Buy |
29,858
+2,399
| +9% | +$282K | 0.41% | 39 |
|
|
2024
Q3 | $3.28M | Buy |
27,459
+697
| +3% | +$83.3K | 0.33% | 52 |
|
|
2024
Q2 | $3.01M | Buy |
+26,762
| New | +$3.01M | 0.33% | 55 |
|