Amplius Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
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|
2025
Q1 | $8.2M | Sell |
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|
2024
Q4 | $8.32M | Buy |
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|
2024
Q3 | $7.68M | Sell |
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|
2024
Q2 | $7.42M | Sell |
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|
2024
Q1 | $7.45M | Sell |
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|
2023
Q4 | $8.01M | Sell |
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|
2023
Q3 | $7.34M | Sell |
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|
2023
Q2 | $7.68M | Sell |
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|
2023
Q1 | $8.75M | Sell |
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|
2022
Q4 | $9.09M | Sell |
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|
2022
Q3 | $23.3M | Buy |
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|
2022
Q2 | $22.8M | Sell |
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|
2022
Q1 | $38.8M | Sell |
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|
2021
Q4 | $54.4M | Buy |
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