BA
Bellwether Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
5,524
+161
| +3% | +$20.7K | 0.12% | 76 |
|
|
2025
Q1 | $624K | Buy |
5,363
+187
| +4% | +$21.8K | 0.13% | 79 |
|
|
2024
Q4 | $608K | Buy |
5,176
+37
| +0.7% | +$4.35K | 0.11% | 87 |
|
|
2024
Q3 | $614K | Buy |
5,139
+161
| +3% | +$19.2K | 0.12% | 80 |
|
|
2024
Q2 | $560K | Buy |
4,978
+305
| +7% | +$34.3K | 0.12% | 85 |
|
|
2024
Q1 | $515K | Buy |
4,673
+68
| +1% | +$7.49K | 0.11% | 90 |
|
|
2023
Q4 | $469K | Sell |
4,605
-173
| -4% | -$17.6K | 0.12% | 90 |
|
|
2023
Q3 | $441K | Buy |
4,778
+33
| +0.7% | +$3.05K | 0.12% | 90 |
|
|
2023
Q2 | $455K | Buy |
4,745
+69
| +1% | +$6.62K | 0.13% | 65 |
|
|
2023
Q1 | $426K | Sell |
4,676
-177
| -4% | -$16.1K | 0.12% | 96 |
|
|
2022
Q4 | $412K | Sell |
4,853
-57
| -1% | -$4.84K | 0.12% | 99 |
|
|
2022
Q3 | $382K | Sell |
4,910
-3,889
| -44% | -$303K | 0.13% | 79 |
|
|
2022
Q2 | $738K | Sell |
8,799
-571
| -6% | -$47.9K | 0.24% | 68 |
|
|
2022
Q1 | $934K | Sell |
9,370
-151
| -2% | -$15.1K | 0.28% | 64 |
|
|
2021
Q4 | $1.01M | Hold |
9,521
| – | – | 0.31% | 61 |
|
|
2021
Q3 | $954K | Sell |
9,521
-100
| -1% | -$10K | 0.32% | 67 |
|
|
2021
Q2 | $973K | Sell |
9,621
-18
| -0.2% | -$1.82K | 0.34% | 64 |
|
|
2021
Q1 | $917K | Sell |
9,639
-964
| -9% | -$91.7K | 0.36% | 58 |
|
|
2020
Q4 | $961K | Buy |
+10,603
| New | +$961K | 0.42% | 48 |
|