Astoria Strategic Wealth’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
$1.75M Hold
2025
Q1
$1.59M Hold
2024
Q4
$1.6M Hold
2024
Q3
$1.63M Sell
2024
Q2
$1.61M Sell
2024
Q1
$1.63M Hold
2023
Q4
$1.51M Sell
2023
Q3
$1.38M Hold
2023
Q2
$1.44M Hold
2023
Q1
$1.37M Buy
2022
Q4
$1.26M Sell
2022
Q3
$1.22M Hold
2022
Q2
$1.31M Sell
2022
Q1
$1.82M Hold
2021
Q4
$1.93M Hold
2021
Q3
$1.82M Hold
2021
Q2
$1.85M Hold
2021
Q1
$1.73M Sell
2020
Q4
$1.65M Hold
2020
Q3
$1.5M Sell
2020
Q2
$1.39M Sell
2020
Q1
$3.5M Buy
2019
Q4
$1.12M Buy