BW
BIP Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.58M | Buy |
74,533
+4,693
| +7% | +$604K | 0.59% | 30 |
|
|
2025
Q1 | $8.13M | Sell |
69,840
-1,091
| -2% | -$127K | 0.53% | 31 |
|
|
2024
Q4 | $8.33M | Sell |
70,931
-1,253
| -2% | -$147K | 0.56% | 28 |
|
|
2024
Q3 | $8.63M | Buy |
72,184
+2,836
| +4% | +$339K | 0.59% | 27 |
|
|
2024
Q2 | $7.79M | Sell |
69,348
-15,910
| -19% | -$1.79M | 0.64% | 24 |
|
|
2024
Q1 | $9.39M | Buy |
85,258
+1,498
| +2% | +$165K | 0.69% | 21 |
|
|
2023
Q4 | $8.52M | Buy |
83,760
+6,745
| +9% | +$686K | 0.67% | 24 |
|
|
2023
Q3 | $7.11M | Sell |
77,015
-7,200
| -9% | -$665K | 0.65% | 27 |
|
|
2023
Q2 | $8.08M | Sell |
84,215
-2,749
| -3% | -$264K | 0.66% | 25 |
|
|
2023
Q1 | $13.7M | Buy |
+86,964
| New | +$13.7M | 1.51% | 13 |
|