CreativeOne Wealth’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
Q1 | – | Sell |
-6,612
| Closed | -$777K | – | 1057 |
|
|
2024
Q4 | $777K | Buy |
+6,612
| New | +$777K | 0.02% | 552 |
|
|
2024
Q1 | – | Sell |
-2,647
| Closed | -$269K | – | 874 |
|
|
2023
Q4 | $269K | Buy |
+2,647
| New | +$269K | 0.02% | 532 |
|
|
2022
Q1 | – | Sell |
-4,694
| Closed | -$497K | – | 730 |
|
|
2021
Q4 | $497K | Buy |
+4,694
| New | +$497K | 0.02% | 456 |
|
|
2021
Q1 | – | Sell |
-4,977
| Closed | -$452K | – | 563 |
|
|
2020
Q4 | $452K | Buy |
+4,977
| New | +$452K | 0.04% | 304 |
|