BWM
BerganKDV Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $288 | Hold |
3
| – | – | ﹤0.01% | 837 |
|
|
2023
Q1 | $274 | Hold |
3
| – | – | ﹤0.01% | 1022 |
|
|
2022
Q4 | $255 | Hold |
3
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 956 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 964 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 989 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1046 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1029 |
|
|
2021
Q2 | $0 | Sell |
3
-40
| -93% | – | ﹤0.01% | 977 |
|
|
2021
Q1 | $4K | Hold |
43
| – | – | ﹤0.01% | 679 |
|
|
2020
Q4 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 676 |
|
|
2020
Q1 | – | Sell |
-143
| Closed | -$11K | – | 918 |
|
|
2019
Q4 | $11K | Hold |
143
| – | – | ﹤0.01% | 514 |
|
|
2019
Q3 | $11K | Hold |
143
| – | – | ﹤0.01% | 490 |
|
|
2019
Q2 | $11K | Hold |
143
| – | – | ﹤0.01% | 502 |
|
|
2019
Q1 | $10K | Hold |
143
| – | – | ﹤0.01% | 527 |
|
|
2018
Q4 | $9K | Hold |
143
| – | – | ﹤0.01% | 489 |
|
|
2018
Q3 | $11K | Hold |
143
| – | – | ﹤0.01% | 469 |
|
|
2018
Q2 | $10K | Buy |
+143
| New | +$10K | ﹤0.01% | 497 |
|