Capasso Planning Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
7,810
+1,568
| +25% | +$202K | 0.57% | 30 |
|
|
2025
Q1 | $727K | Buy |
6,242
+618
| +11% | +$71.9K | 0.3% | 57 |
|
|
2024
Q4 | $661K | Buy |
5,624
+1,048
| +23% | +$123K | 0.26% | 57 |
|
|
2024
Q3 | $547K | Buy |
4,576
+251
| +6% | +$30K | 0.16% | 89 |
|
|
2024
Q2 | $486K | Buy |
4,325
+570
| +15% | +$64.1K | 0.16% | 88 |
|
|
2024
Q1 | $414K | Buy |
3,755
+448
| +14% | +$49.3K | 0.17% | 73 |
|
|
2023
Q4 | $337K | Buy |
3,307
+233
| +8% | +$23.7K | 0.16% | 79 |
|
|
2023
Q3 | $284K | Sell |
3,074
-277
| -8% | -$25.6K | 0.15% | 77 |
|
|
2023
Q2 | $321K | Buy |
3,351
+149
| +5% | +$14.3K | 0.17% | 73 |
|
|
2023
Q1 | $292K | Buy |
3,202
+384
| +14% | +$35K | 0.17% | 74 |
|
|
2022
Q4 | $239K | Buy |
+2,818
| New | +$239K | 0.15% | 82 |
|