BWM
BigSur Wealth 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 | $77.2K | Hold |
600
| – | – | 0.02% | 150 |
|
|
2025
Q1 | $69.8K | Hold |
600
| – | – | 0.02% | 149 |
|
|
2024
Q4 | $70.5K | Hold |
600
| – | – | 0.02% | 148 |
|
|
2024
Q3 | $71.7K | Hold |
600
| – | – | 0.02% | 155 |
|
|
2024
Q2 | $67.4K | Hold |
600
| – | – | 0.02% | 147 |
|
|
2024
Q1 | $66.1K | Hold |
600
| – | – | 0.02% | 144 |
|
|
2023
Q4 | $61.1K | Hold |
600
| – | – | 0.03% | 113 |
|
|
2023
Q3 | $55.4K | Hold |
600
| – | – | 0.03% | 108 |
|
|
2023
Q2 | $57.6K | Hold |
600
| – | – | 0.03% | 116 |
|
|
2023
Q1 | $54.7K | Hold |
600
| – | – | 0.03% | 121 |
|
|
2022
Q4 | $50.9K | Hold |
600
| – | – | 0.02% | 119 |
|
|
2022
Q3 | $47K | Hold |
600
| – | – | 0.02% | 120 |
|
|
2022
Q2 | $50K | Hold |
600
| – | – | 0.02% | 133 |
|
|
2022
Q1 | $60K | Hold |
600
| – | – | 0.02% | 137 |
|
|
2021
Q4 | $64K | Hold |
600
| – | – | 0.03% | 133 |
|
|
2021
Q3 | $60K | Hold |
600
| – | – | 0.03% | 122 |
|
|
2021
Q2 | $61K | Hold |
600
| – | – | 0.03% | 119 |
|
|
2021
Q1 | $57K | Hold |
600
| – | – | 0.03% | 127 |
|
|
2020
Q4 | $54K | Hold |
600
| – | – | 0.03% | 107 |
|
|
2020
Q3 | $48K | Buy |
+600
| New | +$48K | 0.03% | 101 |
|
|
2020
Q1 | – | Sell |
-600
| Closed | -$48K | – | 108 |
|
|
2019
Q4 | $48K | Buy |
+600
| New | +$48K | 0.03% | 117 |
|
|
2018
Q2 | – | Sell |
-10,400
| Closed | -$746K | – | 100 |
|
|
2018
Q1 | $746K | Buy |
+10,400
| New | +$746K | 0.53% | 37 |
|