AWM
Avior 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 | $944K | Buy |
7,338
+3
| +0% | +$386 | 0.03% | 295 |
|
|
2025
Q1 | $854K | Buy |
7,335
+6,734
| +1,120% | +$784K | 0.03% | 295 |
|
|
2024
Q4 | $70.6K | Buy |
601
+482
| +405% | +$56.6K | ﹤0.01% | 1022 |
|
|
2024
Q3 | $14.2K | Hold |
119
| – | – | ﹤0.01% | 1445 |
|
|
2024
Q2 | $13.4K | Sell |
119
-3
| -2% | -$338 | ﹤0.01% | 1436 |
|
|
2024
Q1 | $13.5K | Hold |
122
| – | – | ﹤0.01% | 1760 |
|
|
2023
Q4 | $12.5K | Buy |
122
+4
| +3% | +$409 | ﹤0.01% | 957 |
|
|
2023
Q3 | $10.9K | Hold |
118
| – | – | ﹤0.01% | 1028 |
|
|
2023
Q2 | $11.4K | Hold |
118
| – | – | ﹤0.01% | 1007 |
|
|
2023
Q1 | $10.8K | Hold |
118
| – | – | ﹤0.01% | 1041 |
|
|
2022
Q4 | $10K | Buy |
118
+1
| +0.9% | +$85 | ﹤0.01% | 849 |
|
|
2022
Q3 | $9K | Hold |
117
| – | – | ﹤0.01% | 857 |
|
|
2022
Q2 | $9K | Sell |
117
-300
| -72% | -$23.1K | ﹤0.01% | 781 |
|
|
2022
Q1 | $41K | Sell |
417
-129
| -24% | -$12.7K | ﹤0.01% | 624 |
|
|
2021
Q4 | $57K | Buy |
546
+430
| +371% | +$44.9K | ﹤0.01% | 571 |
|
|
2021
Q3 | $11K | Hold |
116
| – | – | ﹤0.01% | 749 |
|
|
2021
Q2 | $11K | Sell |
116
-1
| -0.9% | -$95 | ﹤0.01% | 732 |
|
|
2021
Q1 | $11K | Buy |
117
+1
| +0.9% | +$94 | ﹤0.01% | 737 |
|
|
2020
Q4 | $10K | Hold |
116
| – | – | ﹤0.01% | 705 |
|
|
2020
Q3 | $9K | Sell |
116
-18
| -13% | -$1.4K | ﹤0.01% | 694 |
|
|
2020
Q2 | $9K | Hold |
134
| – | – | ﹤0.01% | 672 |
|
|
2020
Q1 | $8K | Sell |
134
-17
| -11% | -$1.02K | ﹤0.01% | 592 |
|
|
2019
Q4 | $11K | Buy |
151
+1
| +0.7% | +$73 | ﹤0.01% | 590 |
|
|
2019
Q3 | $11K | Sell |
150
-1
| -0.7% | -$73 | ﹤0.01% | 572 |
|
|
2019
Q2 | $11K | Buy |
151
+1
| +0.7% | +$73 | ﹤0.01% | 582 |
|
|
2019
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 525 |
|
|
2018
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 575 |
|
|
2018
Q3 | $11K | Buy |
150
+63
| +72% | +$4.62K | ﹤0.01% | 570 |
|
|
2018
Q2 | $6K | Buy |
87
+34
| +64% | +$2.35K | ﹤0.01% | 628 |
|
|
2018
Q1 | $4K | Hold |
53
| – | – | ﹤0.01% | 636 |
|
|
2017
Q4 | $4K | Buy |
53
+1
| +2% | +$75 | ﹤0.01% | 655 |
|
|
2017
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 400 |
|
|
2017
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 388 |
|
|
2017
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 426 |
|
|
2016
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 421 |
|
|
2016
Q3 | $3K | Buy |
52
+18
| +53% | +$1.04K | ﹤0.01% | 403 |
|
|
2016
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 415 |
|
|
2016
Q1 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 433 |
|