Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.5M | Buy |
155,387
+40,083
| +35% | +$5.76M | 0.06% | 315 |
|
|
2025
Q4 | $16.3M | Buy |
115,304
+1,155
| +1% | +$162K | 0.04% | 380 |
|
|
2025
Q3 | $15.8M | Buy |
114,149
+5,635
| +5% | +$748K | 0.05% | 343 |
|
|
2025
Q2 | $14M | Buy |
108,514
+5,963
| +6% | +$715K | 0.05% | 313 |
|
|
2025
Q1 | $11.9M | Buy |
102,551
+6,802
| +7% | +$815K | 0.05% | 311 |
|
|
2024
Q4 | $11.3M | Buy |
95,749
+4,850
| +5% | +$582K | 0.05% | 298 |
|
|
2024
Q3 | $10.9M | Buy |
90,899
+2,272
| +3% | +$260K | 0.05% | 293 |
|
|
2024
Q2 | $9.96M | Buy |
88,627
+3,113
| +4% | +$342K | 0.05% | 294 |
|
|
2024
Q1 | $9.42M | Buy |
85,514
+12,311
| +17% | +$1.29M | 0.05% | 300 |
|
|
2023
Q4 | $7.45M | Buy |
73,203
+46,832
| +178% | +$4.48M | 0.04% | 325 |
|
|
2023
Q3 | $2.44M | Sell |
26,371
-6,903
| -21% | -$662K | 0.01% | 502 |
|
|
2023
Q2 | $3.19M | Buy |
33,274
+23,616
| +245% | +$2.19M | 0.02% | 435 |
|
|
2023
Q1 | $880K | Buy |
9,658
+4,913
| +104% | +$438K | 0.01% | 693 |
|
|
2022
Q4 | $403K | Buy |
4,745
+470
| +11% | +$39.6K | ﹤0.01% | 874 |
|
|
2022
Q3 | $333K | Sell |
4,275
-4,131
| -49% | -$357K | ﹤0.01% | 874 |
|
|
2022
Q2 | $705K | Buy |
8,406
+4,431
| +111% | +$403K | 0.01% | 655 |
|
|
2022
Q1 | $397K | Hold |
3,975
| – | – | ﹤0.01% | 793 |
|
|
2021
Q4 | $420K | Buy |
+3,975
| New | +$415K | ﹤0.01% | 776 |
|
|
2021
Q2 | $402K | Hold |
3,975
| – | – | ﹤0.01% | 713 |
|
|
2021
Q1 | $402K | Hold |
3,975
| – | – | ﹤0.01% | 713 |
|
|
2020
Q4 | $402K | Hold |
3,975
| – | – | ﹤0.01% | 713 |
|
|
2020
Q3 | $402K | Hold |
3,975
| – | – | ﹤0.01% | 713 |
|
|
2020
Q2 | $402K | Hold |
3,975
| – | – | ﹤0.01% | 713 |
|
|
2020
Q1 | $402K | Hold |
3,975
| – | – | ﹤0.01% | 713 |
|
|
2019
Q4 | $402K | Hold |
3,975
| – | – | ﹤0.01% | 713 |
|
|
2019
Q3 | $402K | Hold |
3,975
| – | – | ﹤0.01% | 713 |
|
|
2019
Q2 | $402K | Hold |
3,975
| – | – | ﹤0.01% | 713 |
|
|
2019
Q1 | $402K | Buy |
3,975
+1,809
| +84% | +$126K | ﹤0.01% | 713 |
|
|
2018
Q4 | $139K | Buy |
2,166
+1,320
| +156% | +$90.6K | ﹤0.01% | 669 |
|
|
2018
Q3 | $63K | Buy |
+846
| New | +$61.9K | ﹤0.01% | 701 |
|
|
2018
Q2 | – | Sell |
-2,520
| Closed | -$181K | – | 1678 |
|
|
2018
Q1 | $181K | Sell |
2,520
-169
| -6% | -$12.4K | 0.01% | 378 |
|
|
2017
Q4 | $194K | Buy |
+2,689
| New | +$190K | 0.01% | 346 |
|
|
2017
Q3 | – | Sell |
-2,520
| Closed | -$165K | – | 1456 |
|
|
2017
Q2 | $165K | Hold |
2,520
| – | – | 0.01% | 324 |
|
|
2017
Q1 | $159K | Hold |
2,520
| – | – | 0.01% | 314 |
|
|
2016
Q4 | $149K | Buy |
+2,520
| New | +$148K | 0.01% | 303 |
|
Other funds holding ACWI
MGB
GM
RCWVOTCITCONY
ST
PEGL