Apella Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,424
| Closed | -$289K | – | 342 |
|
|
2024
Q3 | $289K | Sell |
2,424
-2,225
| -48% | -$265K | 0.01% | 277 |
|
|
2024
Q2 | $533K | Buy |
4,649
+20
| +0.4% | +$2.29K | 0.02% | 196 |
|
|
2024
Q1 | $507K | Buy |
4,629
+50
| +1% | +$5.48K | 0.03% | 190 |
|
|
2023
Q4 | $458K | Buy |
4,579
+383
| +9% | +$38.3K | 0.03% | 195 |
|
|
2023
Q3 | $388K | Sell |
4,196
-145
| -3% | -$13.4K | 0.03% | 185 |
|
|
2023
Q2 | $416K | Buy |
+4,341
| New | +$416K | 0.03% | 182 |
|