BAM
Belpointe Asset 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 | $563K | Buy |
4,376
+69
| +2% | +$8.87K | 0.02% | 539 |
|
|
2025
Q1 | $501K | Buy |
4,307
+312
| +8% | +$36.3K | 0.03% | 567 |
|
|
2024
Q4 | $467K | Hold |
3,995
| – | – | 0.03% | 526 |
|
|
2024
Q3 | $478K | Hold |
3,995
| – | – | 0.03% | 516 |
|
|
2024
Q2 | $449K | Buy |
3,995
+33
| +0.8% | +$3.71K | 0.03% | 482 |
|
|
2024
Q1 | $436K | Buy |
+3,962
| New | +$436K | 0.03% | 467 |
|
|
2023
Q2 | – | Sell |
-551
| Closed | -$50.2K | – | 642 |
|
|
2023
Q1 | $50.2K | Buy |
551
+13
| +2% | +$1.19K | ﹤0.01% | 1695 |
|
|
2022
Q4 | $45.7K | Buy |
+538
| New | +$45.7K | ﹤0.01% | 1664 |
|
|
2020
Q2 | – | Sell |
-38,214
| Closed | -$2.39M | – | 733 |
|
|
2020
Q1 | $2.39M | Buy |
38,214
+11,371
| +42% | +$711K | 0.42% | 47 |
|
|
2019
Q4 | $2.13M | Buy |
26,843
+3,854
| +17% | +$305K | 0.27% | 93 |
|
|
2019
Q3 | $1.7M | Buy |
+22,989
| New | +$1.7M | 0.27% | 84 |
|