CWM
Cedar Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Hold |
965
| – | – | 0.04% | 90 |
|
|
2025
Q1 | $112K | Hold |
965
| – | – | 0.04% | 93 |
|
|
2024
Q4 | $113K | Hold |
965
| – | – | 0.04% | 86 |
|
|
2024
Q3 | $115K | Hold |
965
| – | – | 0.04% | 122 |
|
|
2024
Q2 | $108K | Hold |
965
| – | – | 0.04% | 128 |
|
|
2024
Q1 | $106K | Hold |
965
| – | – | 0.04% | 131 |
|
|
2023
Q4 | $98.2K | Hold |
965
| – | – | 0.04% | 127 |
|
|
2023
Q3 | $89.1K | Hold |
965
| – | – | 0.04% | 132 |
|
|
2023
Q2 | $92.6K | Hold |
965
| – | – | 0.04% | 132 |
|
|
2023
Q1 | $88K | Hold |
965
| – | – | 0.04% | 127 |
|
|
2022
Q4 | $81.9K | Hold |
965
| – | – | 0.04% | 118 |
|
|
2022
Q3 | $75K | Hold |
965
| – | – | 0.04% | 135 |
|
|
2022
Q2 | $81K | Hold |
965
| – | – | 0.04% | 141 |
|
|
2022
Q1 | $96K | Sell |
965
-40
| -4% | -$3.98K | 0.04% | 141 |
|
|
2021
Q4 | $106K | Hold |
1,005
| – | – | 0.04% | 142 |
|
|
2021
Q3 | $100K | Hold |
1,005
| – | – | 0.04% | 130 |
|
|
2021
Q2 | $102K | Hold |
1,005
| – | – | 0.05% | 136 |
|
|
2021
Q1 | $96K | Hold |
1,005
| – | – | 0.05% | 128 |
|
|
2020
Q4 | $91K | Hold |
1,005
| – | – | 0.05% | 114 |
|
|
2020
Q3 | $80K | Hold |
1,005
| – | – | 0.05% | 113 |
|
|
2020
Q2 | $74K | Hold |
1,005
| – | – | 0.05% | 114 |
|
|
2020
Q1 | $63K | Buy |
+1,005
| New | +$63K | 0.04% | 115 |
|