Caldwell Sutter Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Hold |
1,001
| – | – | 0.06% | 251 |
|
|
2025
Q1 | $117K | Hold |
1,001
| – | – | 0.06% | 260 |
|
|
2024
Q4 | $118K | Hold |
1,001
| – | – | 0.05% | 260 |
|
|
2024
Q3 | $120K | Hold |
1,001
| – | – | 0.06% | 260 |
|
|
2024
Q2 | $113K | Hold |
1,001
| – | – | 0.06% | 260 |
|
|
2024
Q1 | $110K | Hold |
1,001
| – | – | 0.05% | 263 |
|
|
2023
Q4 | $102K | Buy |
1,001
+726
| +264% | +$73.9K | 0.05% | 268 |
|
|
2023
Q3 | $25.4K | Hold |
275
| – | – | 0.01% | 401 |
|
|
2023
Q2 | $26.4K | Buy |
+275
| New | +$26.4K | 0.01% | 408 |
|