DWM
ACWI icon

Dogwood Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Dogwood Wealth Management’s Portfolio ACWI Stock Details ACWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-34,623
Closed -$3.81M – 619
2024
Q1 		$3.81M Buy
34,623
+2,617
+8% +$288K 2.58% 12
2023
Q4 		$3.26M Buy
+32,006
New +$3.26M 2.55% 12