Congress 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 | $9.61M | Buy |
74,701
+37,042
| +98% | +$4.76M | 0.09% | 255 |
|
|
2025
Q1 | $4.38M | Sell |
37,659
-113
| -0.3% | -$13.2K | 0.05% | 347 |
|
|
2024
Q4 | $4.44M | Buy |
37,772
+1,286
| +4% | +$151K | 0.06% | 301 |
|
|
2024
Q3 | $4.36M | Buy |
36,486
+352
| +1% | +$42.1K | 0.06% | 311 |
|
|
2024
Q2 | $4.06M | Sell |
36,134
-408
| -1% | -$45.9K | 0.06% | 274 |
|
|
2024
Q1 | $4.02M | Sell |
36,542
-913
| -2% | -$101K | 0.07% | 250 |
|
|
2023
Q4 | $3.81M | Sell |
37,455
-3,194
| -8% | -$325K | 0.07% | 250 |
|
|
2023
Q3 | $3.75M | Buy |
40,649
+428
| +1% | +$39.5K | 0.08% | 244 |
|
|
2023
Q2 | $3.86M | Sell |
40,221
-76
| -0.2% | -$7.29K | 0.09% | 219 |
|
|
2023
Q1 | $3.67M | Sell |
40,297
-2,466
| -6% | -$225K | 0.09% | 213 |
|
|
2022
Q4 | $3.63M | Buy |
42,763
+3,363
| +9% | +$285K | 0.09% | 208 |
|
|
2022
Q3 | $3.07M | Buy |
39,400
+8,417
| +27% | +$655K | 0.08% | 227 |
|
|
2022
Q2 | $2.6M | Sell |
30,983
-2,040
| -6% | -$171K | 0.07% | 253 |
|
|
2022
Q1 | $3.3M | Sell |
33,023
-4,938
| -13% | -$493K | 0.07% | 257 |
|
|
2021
Q4 | $4.02M | Buy |
+37,961
| New | +$4.02M | 0.08% | 244 |
|