Axxcess Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,257
| Closed | -$359K | – | 843 |
|
|
2024
Q1 | $359K | Sell |
3,257
-221
| -6% | -$24.3K | 0.01% | 622 |
|
|
2023
Q4 | $354K | Buy |
3,478
+1,028
| +42% | +$105K | 0.01% | 595 |
|
|
2023
Q3 | $226K | Sell |
2,450
-1,313
| -35% | -$121K | 0.01% | 694 |
|
|
2023
Q2 | $361K | Sell |
3,763
-42
| -1% | -$4.03K | 0.03% | 412 |
|
|
2023
Q1 | $347K | Buy |
+3,805
| New | +$347K | 0.03% | 443 |
|
|
2022
Q3 | – | Sell |
-4,199
| Closed | -$352K | – | 541 |
|
|
2022
Q2 | $352K | Buy |
4,199
+1,538
| +58% | +$129K | 0.03% | 364 |
|
|
2022
Q1 | $266K | Sell |
2,661
-1,331
| -33% | -$133K | 0.02% | 498 |
|
|
2021
Q4 | $422K | Buy |
+3,992
| New | +$422K | 0.03% | 392 |
|