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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.8M | Buy |
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|
2025
Q2 | $14M | Buy |
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|
2025
Q1 | $11.9M | Buy |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $10.9M | Buy |
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|
2024
Q2 | $9.96M | Buy |
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|
2024
Q1 | $9.42M | Buy |
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|
2023
Q4 | $7.45M | Buy |
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|
2023
Q3 | $2.44M | Sell |
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|
2023
Q2 | $3.19M | Buy |
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|
2023
Q1 | $880K | Buy |
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|
2022
Q4 | $403K | Buy |
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|
2022
Q3 | $333K | Sell |
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|
2022
Q2 | $705K | Buy |
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|
2022
Q1 | $397K | Hold |
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|
2021
Q4 | $420K | Buy |
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|
2021
Q2 | $402K | Hold |
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|
2021
Q1 | $402K | Hold |
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|
2020
Q4 | $402K | Hold |
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|
2020
Q3 | $402K | Hold |
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|
2020
Q2 | $402K | Hold |
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|
2020
Q1 | $402K | Hold |
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|
2019
Q4 | $402K | Hold |
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|
2019
Q3 | $402K | Hold |
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|
2019
Q2 | $402K | Hold |
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|
2019
Q1 | $402K | Buy |
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|
2018
Q4 | $139K | Buy |
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|
2018
Q3 | $63K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $181K | Sell |
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|
2017
Q4 | $194K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $165K | Hold |
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|
2017
Q1 | $159K | Hold |
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|
2016
Q4 | $149K | Buy |
|