Apeiron RIA’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 | $857K | Buy |
6,661
+101
| +2% | +$13K | 0.22% | 87 |
|
2025
Q1 | $764K | Hold |
6,560
| – | – | 0.23% | 87 |
|
2024
Q4 | $771K | Hold |
6,560
| – | – | 0.22% | 83 |
|
2024
Q3 | $784K | Hold |
6,560
| – | – | 0.22% | 78 |
|
2024
Q2 | $737K | Hold |
6,560
| – | – | 0.23% | 77 |
|
2024
Q1 | $722K | Sell |
6,560
-24
| -0.4% | -$2.64K | 0.21% | 84 |
|
2023
Q4 | $670K | Sell |
6,584
-13
| -0.2% | -$1.32K | 0.21% | 85 |
|
2023
Q3 | $609K | Sell |
6,597
-33
| -0.5% | -$3.05K | 0.21% | 81 |
|
2023
Q2 | $636K | Sell |
6,630
-8,105
| -55% | -$778K | 0.22% | 79 |
|
2023
Q1 | $1.34M | Sell |
14,735
-2
| -0% | -$182 | 0.46% | 42 |
|
2022
Q4 | $1.25M | Sell |
14,737
-3,577
| -20% | -$304K | 0.48% | 45 |
|
2022
Q3 | $1.42M | Hold |
18,314
| – | – | 0.66% | 34 |
|
2022
Q2 | $154 | Sell |
18,314
-328
| -2% | -$3 | 0.04% | 120 |
|
2022
Q1 | $1.85M | Sell |
18,642
-12
| -0.1% | -$1.19K | 0.88% | 25 |
|
2021
Q4 | $1.97M | Buy |
+18,654
| New | +$1.97M | 0.81% | 29 |
|