AWM
Aries Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
21,074
+20
| +0.1% | +$2.57K | 0.71% | 36 |
|
|
2025
Q1 | $2.45M | Buy |
21,054
+362
| +2% | +$42.1K | 0.67% | 41 |
|
|
2024
Q4 | $2.43M | Buy |
20,692
+592
| +3% | +$69.6K | 0.67% | 37 |
|
|
2024
Q3 | $2.4M | Buy |
20,100
+345
| +2% | +$41.2K | 0.66% | 41 |
|
|
2024
Q2 | $2.22M | Buy |
19,755
+618
| +3% | +$69.5K | 0.7% | 36 |
|
|
2024
Q1 | $2.11M | Buy |
19,137
+936
| +5% | +$103K | 0.68% | 38 |
|
|
2023
Q4 | $1.85M | Buy |
18,201
+1,443
| +9% | +$147K | 0.66% | 40 |
|
|
2023
Q3 | $1.57M | Buy |
16,758
+6,069
| +57% | +$568K | 0.61% | 46 |
|
|
2023
Q2 | $1.03M | Buy |
10,689
+295
| +3% | +$28.3K | 0.4% | 72 |
|
|
2023
Q1 | $948K | Buy |
10,394
+2,715
| +35% | +$247K | 0.39% | 72 |
|
|
2022
Q4 | $652K | Buy |
7,679
+2,446
| +47% | +$208K | 0.28% | 92 |
|
|
2022
Q3 | $433K | Buy |
5,233
+991
| +23% | +$82K | 0.19% | 111 |
|
|
2022
Q2 | $356K | Buy |
+4,242
| New | +$356K | 0.16% | 118 |
|