CWA
Clearview 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 | $481K | Hold |
3,742
| – | – | 0.34% | 59 |
|
|
2025
Q1 | $436K | Hold |
3,742
| – | – | 0.33% | 63 |
|
|
2024
Q4 | $440K | Hold |
3,742
| – | – | 0.33% | 58 |
|
|
2024
Q3 | $447K | Hold |
3,742
| – | – | 0.34% | 57 |
|
|
2024
Q2 | $421K | Hold |
3,742
| – | – | 0.37% | 56 |
|
|
2024
Q1 | $412K | Sell |
3,742
-45
| -1% | -$4.96K | 0.42% | 58 |
|
|
2023
Q4 | $385K | Buy |
3,787
+34
| +0.9% | +$3.46K | 0.45% | 70 |
|
|
2023
Q3 | $347K | Sell |
3,753
-46
| -1% | -$4.25K | 0.43% | 76 |
|
|
2023
Q2 | $364K | Buy |
3,799
+37
| +1% | +$3.55K | 0.37% | 76 |
|
|
2023
Q1 | $343K | Hold |
3,762
| – | – | 0.35% | 85 |
|
|
2022
Q4 | $319K | Buy |
3,762
+29
| +0.8% | +$2.46K | 0.25% | 81 |
|
|
2022
Q3 | $291K | Hold |
3,733
| – | – | 0.23% | 67 |
|
|
2022
Q2 | $313K | Buy |
3,733
+36
| +1% | +$3.02K | 0.23% | 68 |
|
|
2022
Q1 | $369K | Buy |
3,697
+2
| +0.1% | +$200 | 0.24% | 70 |
|
|
2021
Q4 | $391K | Buy |
3,695
+34
| +0.9% | +$3.6K | 0.24% | 85 |
|
|
2021
Q3 | $366K | Sell |
3,661
-10
| -0.3% | -$1K | 0.23% | 80 |
|
|
2021
Q2 | $372K | Sell |
3,671
-812
| -18% | -$82.3K | 0.23% | 84 |
|
|
2021
Q1 | $427K | Sell |
4,483
-3,216
| -42% | -$306K | 0.28% | 72 |
|
|
2020
Q4 | $699K | Buy |
+7,699
| New | +$699K | 0.47% | 45 |
|