CWA
Clarus Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
17,381
+318
| +2% | +$41K | 1.04% | 26 |
|
|
2025
Q1 | $1.92M | Buy |
17,063
+1,021
| +6% | +$115K | 1.03% | 23 |
|
|
2024
Q4 | $1.87M | Buy |
16,042
+1,045
| +7% | +$122K | 0.93% | 30 |
|
|
2024
Q3 | $1.78M | Buy |
14,997
+203
| +1% | +$24.1K | 0.91% | 30 |
|
|
2024
Q2 | $1.71M | Buy |
+14,794
| New | +$1.71M | 0.91% | 28 |
|
|
2022
Q4 | – | Sell |
-32,205
| Closed | -$2.53M | – | 116 |
|
|
2022
Q3 | $2.53M | Sell |
32,205
-473
| -1% | -$37.1K | 1.8% | 19 |
|
|
2022
Q2 | $2.75M | Sell |
32,678
-6,378
| -16% | -$537K | 1.94% | 19 |
|
|
2022
Q1 | $3.81M | Buy |
39,056
+1,523
| +4% | +$148K | 2.37% | 16 |
|
|
2021
Q4 | $3.97M | Buy |
37,533
+15,899
| +73% | +$1.68M | 2.29% | 15 |
|
|
2021
Q3 | $2.17M | Buy |
21,634
+1,031
| +5% | +$104K | 1.34% | 20 |
|
|
2021
Q2 | $2.11M | Buy |
20,603
+2,414
| +13% | +$247K | 1.32% | 23 |
|
|
2021
Q1 | $1.79M | Buy |
18,189
+383
| +2% | +$37.6K | 1.12% | 24 |
|
|
2020
Q4 | $1.65M | Sell |
17,806
-13
| -0.1% | -$1.2K | 1.1% | 25 |
|
|
2020
Q3 | $1.43M | Buy |
17,819
+3,140
| +21% | +$252K | 1.11% | 23 |
|
|
2020
Q2 | $1.11M | Sell |
14,679
-251
| -2% | -$18.9K | 0.93% | 25 |
|
|
2020
Q1 | $896K | Sell |
14,930
-1,726
| -10% | -$104K | 0.9% | 23 |
|
|
2019
Q4 | $1.34M | Buy |
+16,656
| New | +$1.34M | 0.88% | 20 |
|
|
2019
Q3 | – | Sell |
-35
| Closed | -$3K | – | 150 |
|
|
2019
Q2 | $3K | Buy |
35
+4
| +13% | +$343 | ﹤0.01% | 538 |
|
|
2019
Q1 | $2K | Buy |
31
+6
| +24% | +$387 | ﹤0.01% | 654 |
|
|
2018
Q4 | $2K | Sell |
25
-23
| -48% | -$1.84K | ﹤0.01% | 639 |
|
|
2018
Q3 | $4K | Sell |
48
-1,215
| -96% | -$101K | ﹤0.01% | 622 |
|
|
2018
Q2 | $91K | Buy |
+1,263
| New | +$91K | 0.07% | 210 |
|