AWM
Austin 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 | $1.95M | Sell |
14,984
-4,974
| -25% | -$646K | 0.35% | 50 |
|
|
2025
Q1 | $2.31M | Sell |
19,958
-1,329
| -6% | -$154K | 0.46% | 39 |
|
|
2024
Q4 | $2.55M | Sell |
21,287
-2,016
| -9% | -$241K | 0.53% | 36 |
|
|
2024
Q3 | $2.76M | Sell |
23,303
-461
| -2% | -$54.6K | 0.61% | 35 |
|
|
2024
Q2 | $2.74M | Sell |
23,764
-135
| -0.6% | -$15.6K | 0.64% | 35 |
|
|
2024
Q1 | $2.67M | Sell |
23,899
-727
| -3% | -$81.2K | 0.66% | 35 |
|
|
2023
Q4 | $2.59M | Sell |
24,626
-842
| -3% | -$88.6K | 0.69% | 35 |
|
|
2023
Q3 | $2.49M | Buy |
+25,468
| New | +$2.49M | 0.77% | 32 |
|