AWE
Avidian Wealth Enterprises’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
18,019
+240
| +1% | +$30.9K | 0.09% | 114 |
|
|
2025
Q1 | $2.07M | Sell |
17,779
-256
| -1% | -$29.8K | 0.09% | 121 |
|
|
2024
Q4 | $2.12M | Buy |
18,035
+271
| +2% | +$31.8K | 0.1% | 114 |
|
|
2024
Q3 | $2.12M | Sell |
17,764
-448
| -2% | -$53.6K | 0.1% | 111 |
|
|
2024
Q2 | $2.05M | Buy |
18,212
+460
| +3% | +$51.7K | 0.09% | 110 |
|
|
2024
Q1 | $1.96M | Sell |
17,752
-15,912
| -47% | -$1.75M | 0.09% | 111 |
|
|
2023
Q4 | $3.43M | Buy |
33,664
+15,896
| +89% | +$1.62M | 0.21% | 75 |
|
|
2023
Q3 | $1.64M | Sell |
17,768
-654
| -4% | -$60.4K | 0.12% | 112 |
|
|
2023
Q2 | $1.77M | Buy |
18,422
+1,985
| +12% | +$190K | 0.12% | 118 |
|
|
2023
Q1 | $1.5M | Buy |
16,437
+883
| +6% | +$80.5K | 0.08% | 156 |
|
|
2022
Q4 | $1.32M | Sell |
15,554
-307
| -2% | -$26.1K | 0.09% | 143 |
|
|
2022
Q3 | $1.23M | Sell |
15,861
-219
| -1% | -$17K | 0.09% | 132 |
|
|
2022
Q2 | $1.35M | Buy |
16,080
+116
| +0.7% | +$9.73K | 0.1% | 135 |
|
|
2022
Q1 | $1.59M | Buy |
15,964
+51
| +0.3% | +$5.09K | 0.1% | 131 |
|
|
2021
Q4 | $1.68M | Buy |
15,913
+753
| +5% | +$79.6K | 0.1% | 128 |
|
|
2021
Q3 | $1.52M | Buy |
15,160
+142
| +0.9% | +$14.2K | 0.12% | 101 |
|
|
2021
Q2 | $1.52M | Sell |
15,018
-254
| -2% | -$25.7K | 0.12% | 103 |
|
|
2021
Q1 | $1.45M | Sell |
15,272
-105,686
| -87% | -$10.1M | 0.12% | 97 |
|
|
2020
Q4 | $11M | Sell |
120,958
-25,913
| -18% | -$2.35M | 1.04% | 26 |
|
|
2020
Q3 | $11.7M | Buy |
146,871
+134,420
| +1,080% | +$10.7M | 1.33% | 18 |
|
|
2020
Q2 | $918K | Buy |
12,451
+659
| +6% | +$48.6K | 0.12% | 94 |
|
|
2020
Q1 | $738K | Buy |
11,792
+8,898
| +307% | +$557K | 0.12% | 85 |
|
|
2019
Q4 | $229K | Buy |
+2,894
| New | +$229K | 0.03% | 208 |
|
|
2019
Q1 | – | Sell |
-7,664
| Closed | -$491K | – | 134 |
|
|
2018
Q4 | $491K | Buy |
+7,664
| New | +$491K | 0.17% | 45 |
|