Capasso Planning Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $320K | Sell |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $727K | Buy |
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|
2024
Q4 | $661K | Buy |
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|
2024
Q3 | $547K | Buy |
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|
2024
Q2 | $486K | Buy |
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|
2024
Q1 | $414K | Buy |
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|
2023
Q4 | $337K | Buy |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $239K | Buy |
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