BigSur Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $82.9K | Hold |
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|
2025
Q2 | $77.2K | Hold |
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|
2025
Q1 | $69.8K | Hold |
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|
2024
Q4 | $70.5K | Hold |
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|
2024
Q3 | $71.7K | Hold |
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|
2024
Q2 | $67.4K | Hold |
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|
2024
Q1 | $66.1K | Hold |
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|
2023
Q4 | $61.1K | Hold |
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|
2023
Q3 | $55.4K | Hold |
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|
2023
Q2 | $57.6K | Hold |
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|
2023
Q1 | $54.7K | Hold |
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|
2022
Q4 | $50.9K | Hold |
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|
2022
Q3 | $47K | Hold |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $60K | Hold |
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|
2021
Q4 | $64K | Hold |
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|
2021
Q3 | $60K | Hold |
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|
2021
Q2 | $61K | Hold |
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|
2021
Q1 | $57K | Hold |
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|
2020
Q4 | $54K | Hold |
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|
2020
Q3 | $48K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $48K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $746K | Buy |
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