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Bridge Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,704
| Closed | -$250K | – | 108 |
|
|
2023
Q3 | $250K | Hold |
2,704
| – | – | 0.09% | 130 |
|
|
2023
Q2 | $259K | Buy |
+2,704
| New | +$259K | 0.1% | 115 |
|
|
2022
Q4 | – | Sell |
-3,125
| Closed | -$243K | – | 127 |
|
|
2022
Q3 | $243K | Sell |
3,125
-898
| -22% | -$69.8K | 0.12% | 100 |
|
|
2022
Q2 | $337K | Sell |
4,023
-2,760
| -41% | -$231K | 0.16% | 84 |
|
|
2022
Q1 | $677K | Buy |
6,783
+3,010
| +80% | +$300K | 0.3% | 56 |
|
|
2021
Q4 | $399K | Buy |
+3,773
| New | +$399K | 0.18% | 75 |
|