BWCS
Beirne Wealth Consulting Services’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.69M | Buy |
52,005
+4,727
| +10% | +$608K | 2.17% | 13 |
|
|
2025
Q1 | $5.5M | Buy |
47,278
+212
| +0.5% | +$24.7K | 1.96% | 11 |
|
|
2024
Q4 | $5.53M | Buy |
47,066
+1,209
| +3% | +$142K | 1.99% | 11 |
|
|
2024
Q3 | $5.48M | Sell |
45,857
-26,886
| -37% | -$3.21M | 1.93% | 11 |
|
|
2024
Q2 | $8.18M | Sell |
72,743
-280
| -0.4% | -$31.5K | 3.3% | 6 |
|
|
2024
Q1 | $8.04M | Sell |
73,023
-1,340
| -2% | -$148K | 3.41% | 6 |
|
|
2023
Q4 | $7.57M | Buy |
74,363
+63,334
| +574% | +$6.45M | 3.75% | 5 |
|
|
2023
Q3 | $1.06M | Hold |
11,029
| – | – | 0.84% | 24 |
|
|
2023
Q2 | $1.06M | Sell |
11,029
-61,617
| -85% | -$5.91M | 0.84% | 24 |
|
|
2023
Q1 | $6.62M | Sell |
72,646
-850
| -1% | -$77.5K | 4.65% | 6 |
|
|
2022
Q4 | $6.24M | Sell |
73,496
-32,995
| -31% | -$2.8M | 3.07% | 9 |
|
|
2022
Q3 | $8.29M | Buy |
106,491
+23,745
| +29% | +$1.85M | 3.15% | 8 |
|
|
2022
Q2 | $6.94M | Sell |
82,746
-537
| -0.6% | -$45.1K | 4.53% | 6 |
|
|
2022
Q1 | $8.31M | Sell |
83,283
-20,154
| -19% | -$2.01M | 4.63% | 6 |
|
|
2021
Q4 | $10.9M | Sell |
103,437
-2,570
| -2% | -$272K | 5.99% | 5 |
|
|
2021
Q3 | $10.6M | Sell |
106,007
-1,183
| -1% | -$118K | 6.03% | 5 |
|
|
2021
Q2 | $10.8M | Buy |
107,190
+562
| +0.5% | +$56.9K | 5.96% | 5 |
|
|
2021
Q1 | $10.1M | Sell |
106,628
-618
| -0.6% | -$58.8K | 5.96% | 5 |
|
|
2020
Q4 | $9.73M | Buy |
107,246
+9,479
| +10% | +$860K | 4.81% | 5 |
|
|
2020
Q3 | $7.81M | Sell |
97,767
-981
| -1% | -$78.4K | 4.56% | 5 |
|
|
2020
Q2 | $7.28M | Sell |
98,748
-1,276
| -1% | -$94.1K | 5.93% | 5 |
|
|
2020
Q1 | $6.26M | Buy |
+100,024
| New | +$6.26M | 6.77% | 4 |
|