Cherrydale Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
10,555
+80
| +0.8% | +$10.3K | 0.47% | 26 |
|
|
2025
Q1 | $1.22M | Hold |
10,475
| – | – | 0.48% | 22 |
|
|
2024
Q4 | $1.23M | Buy |
10,475
+94
| +0.9% | +$11K | 0.48% | 22 |
|
|
2024
Q3 | $1.24M | Hold |
10,381
| – | – | 0.51% | 21 |
|
|
2024
Q2 | $1.17M | Buy |
10,381
+87
| +0.8% | +$9.78K | 0.51% | 22 |
|
|
2024
Q1 | $1.13M | Hold |
10,294
| – | – | 0.53% | 24 |
|
|
2023
Q4 | $1.05M | Buy |
10,294
+97
| +1% | +$9.87K | 0.55% | 23 |
|
|
2023
Q3 | $942K | Hold |
10,197
| – | – | 0.56% | 23 |
|
|
2023
Q2 | $978K | Buy |
10,197
+102
| +1% | +$9.79K | 0.68% | 16 |
|
|
2023
Q1 | $920K | Hold |
10,095
| – | – | 0.7% | 16 |
|
|
2022
Q4 | $857K | Buy |
10,095
+79
| +0.8% | +$6.71K | 0.71% | 14 |
|
|
2022
Q3 | $780K | Buy |
10,016
+1
| +0% | +$78 | 0.72% | 15 |
|
|
2022
Q2 | $840K | Buy |
10,015
+100
| +1% | +$8.39K | 0.77% | 15 |
|
|
2022
Q1 | $989K | Buy |
9,915
+6
| +0.1% | +$598 | 0.73% | 18 |
|
|
2021
Q4 | $1.05M | Buy |
+9,909
| New | +$1.05M | 0.79% | 19 |
|