CWC
Carolinas Wealth Consulting’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,175
| Closed | -$137K | – | 9 |
|
|
2025
Q1 | $137K | Hold |
1,175
| – | – | 0.03% | 208 |
|
|
2024
Q4 | $138K | Buy |
1,175
+7
| +0.6% | +$822 | 0.03% | 215 |
|
|
2024
Q3 | $140K | Hold |
1,168
| – | – | 0.03% | 216 |
|
|
2024
Q2 | $131K | Buy |
1,168
+6
| +0.5% | +$674 | 0.03% | 222 |
|
|
2024
Q1 | $128K | Hold |
1,162
| – | – | 0.03% | 229 |
|
|
2023
Q4 | $118K | Buy |
1,162
+8
| +0.7% | +$814 | 0.03% | 215 |
|
|
2023
Q3 | $104K | Hold |
1,154
| – | – | 0.03% | 214 |
|
|
2023
Q2 | $111K | Buy |
1,154
+8
| +0.7% | +$768 | 0.02% | 247 |
|
|
2023
Q1 | $104K | Hold |
1,146
| – | – | 0.02% | 263 |
|
|
2022
Q4 | $97.3K | Buy |
1,146
+6
| +0.5% | +$509 | 0.02% | 268 |
|
|
2022
Q3 | $89K | Hold |
1,140
| – | – | 0.02% | 262 |
|
|
2022
Q2 | $96K | Buy |
1,140
+9
| +0.8% | +$758 | 0.02% | 256 |
|
|
2022
Q1 | $113K | Buy |
1,131
+72
| +7% | +$7.19K | 0.03% | 242 |
|
|
2021
Q4 | $112K | Buy |
1,059
+7
| +0.7% | +$740 | 0.02% | 248 |
|
|
2021
Q3 | $105K | Sell |
1,052
-288
| -21% | -$28.7K | 0.02% | 239 |
|
|
2021
Q2 | $136K | Buy |
1,340
+8
| +0.6% | +$812 | 0.03% | 224 |
|
|
2021
Q1 | $127K | Sell |
1,332
-160
| -11% | -$15.3K | 0.03% | 225 |
|
|
2020
Q4 | $135K | Buy |
1,492
+3
| +0.2% | +$271 | 0.04% | 197 |
|
|
2020
Q3 | $119K | Sell |
1,489
-90
| -6% | -$7.19K | 0.04% | 174 |
|
|
2020
Q2 | $116K | Buy |
1,579
+4
| +0.3% | +$294 | 0.05% | 138 |
|
|
2020
Q1 | $99K | Buy |
+1,575
| New | +$99K | 0.05% | 112 |
|