American Capital Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.2K Buy
211
+1
+0.5% +$129 0.01% 235
2025
Q1
$24.4K Sell
210
-105
-33% -$12.2K 0.01% 248
2024
Q4
$37K Sell
315
-6
-2% -$704 0.02% 206
2024
Q3
$38.4K Sell
321
-8
-2% -$956 0.02% 203
2024
Q2
$33.5K Sell
329
-42
-11% -$4.28K 0.02% 181
2024
Q1
$33.8K Buy
371
+42
+13% +$3.83K 0.03% 165
2023
Q4
$33.5K Buy
+329
New +$33.5K 0.02% 181