Crewe Advisors’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 | $271K | Hold |
2,111
| – | – | 0.04% | 131 |
|
|
2025
Q1 | $246K | Hold |
2,111
| – | – | 0.03% | 127 |
|
|
2024
Q4 | $248K | Hold |
2,111
| – | – | 0.03% | 130 |
|
|
2024
Q3 | $252K | Hold |
2,111
| – | – | 0.03% | 129 |
|
|
2024
Q2 | $237K | Hold |
2,111
| – | – | 0.03% | 160 |
|
|
2024
Q1 | $232K | Buy |
2,111
+1,300
| +160% | +$143K | 0.03% | 153 |
|
|
2023
Q4 | $82.5K | Hold |
811
| – | – | 0.01% | 107 |
|
|
2023
Q3 | $74.9K | Hold |
811
| – | – | 0.01% | 115 |
|
|
2023
Q2 | $77.8K | Hold |
811
| – | – | 0.01% | 229 |
|
|
2023
Q1 | $73.9K | Hold |
811
| – | – | 0.01% | 263 |
|
|
2022
Q4 | $68.8K | Hold |
811
| – | – | 0.01% | 270 |
|
|
2022
Q3 | $63K | Buy |
+811
| New | +$63K | 0.01% | 288 |
|