AWA
Amplius Wealth 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 | $13.7M | Buy |
106,425
+35,988
| +51% | +$4.63M | 1.27% | 22 |
|
|
2025
Q1 | $8.2M | Sell |
70,437
-369
| -0.5% | -$42.9K | 0.85% | 27 |
|
|
2024
Q4 | $8.32M | Buy |
70,806
+6,558
| +10% | +$771K | 0.85% | 28 |
|
|
2024
Q3 | $7.68M | Sell |
64,248
-1,733
| -3% | -$207K | 0.84% | 28 |
|
|
2024
Q2 | $7.42M | Sell |
65,981
-1,642
| -2% | -$185K | 0.83% | 30 |
|
|
2024
Q1 | $7.45M | Sell |
67,623
-11,090
| -14% | -$1.22M | 0.83% | 29 |
|
|
2023
Q4 | $8.01M | Sell |
78,713
-773
| -1% | -$78.7K | 0.97% | 28 |
|
|
2023
Q3 | $7.34M | Sell |
79,486
-533
| -0.7% | -$49.2K | 0.98% | 26 |
|
|
2023
Q2 | $7.68M | Sell |
80,019
-15,976
| -17% | -$1.53M | 1.03% | 25 |
|
|
2023
Q1 | $8.75M | Sell |
95,995
-11,058
| -10% | -$1.01M | 1.26% | 23 |
|
|
2022
Q4 | $9.09M | Sell |
107,053
-191,819
| -64% | -$16.3M | 1.45% | 21 |
|
|
2022
Q3 | $23.3M | Buy |
298,872
+27,486
| +10% | +$2.14M | 4.16% | 6 |
|
|
2022
Q2 | $22.8M | Sell |
271,386
-117,085
| -30% | -$9.82M | 3.68% | 9 |
|
|
2022
Q1 | $38.8M | Sell |
388,471
-125,362
| -24% | -$12.5M | 5.96% | 3 |
|
|
2021
Q4 | $54.4M | Buy |
+513,833
| New | +$54.4M | 7.5% | 2 |
|