Barber Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $237K | Buy |
2,594
+1
| +0% | +$91 | 0.04% | 129 |
|
|
2022
Q4 | $220K | Sell |
2,593
-86
| -3% | -$7.3K | 0.06% | 122 |
|
|
2022
Q3 | $208K | Sell |
2,679
-50
| -2% | -$3.88K | 0.06% | 123 |
|
|
2022
Q2 | $229K | Sell |
2,729
-2,324
| -46% | -$195K | 0.04% | 129 |
|
|
2022
Q1 | $504K | Sell |
5,053
-1,302
| -20% | -$130K | 0.07% | 78 |
|
|
2021
Q4 | $672K | Sell |
6,355
-435
| -6% | -$46K | 0.08% | 78 |
|
|
2021
Q3 | $678K | Sell |
6,790
-149
| -2% | -$14.9K | 0.09% | 74 |
|
|
2021
Q2 | $702K | Sell |
6,939
-3,088
| -31% | -$312K | 0.1% | 72 |
|
|
2021
Q1 | $954K | Buy |
10,027
+4,474
| +81% | +$426K | 0.14% | 61 |
|
|
2020
Q4 | $504K | Sell |
5,553
-1,985
| -26% | -$180K | 0.09% | 78 |
|
|
2020
Q3 | $602K | Buy |
7,538
+386
| +5% | +$30.8K | 0.13% | 64 |
|
|
2020
Q2 | $527K | Buy |
+7,152
| New | +$527K | 0.13% | 63 |
|
|
2017
Q3 | – | Sell |
-43,576
| Closed | -$2.85M | – | 106 |
|
|
2017
Q2 | $2.85M | Buy |
43,576
+3,678
| +9% | +$241K | 0.93% | 29 |
|
|
2017
Q1 | $2.52M | Buy |
39,898
+2,689
| +7% | +$170K | 0.86% | 28 |
|
|
2016
Q4 | $2.2M | Buy |
+37,209
| New | +$2.2M | 0.8% | 25 |
|