EWM
Empirical Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
8,586
+1,869
| +28% | +$240K | 0.02% | 298 |
|
|
2025
Q1 | $782K | Sell |
6,717
-15
| -0.2% | -$1.75K | 0.02% | 327 |
|
|
2024
Q4 | $791K | Buy |
6,732
+34
| +0.5% | +$4K | 0.02% | 306 |
|
|
2024
Q3 | $801K | Buy |
6,698
+947
| +16% | +$113K | 0.02% | 302 |
|
|
2024
Q2 | $646K | Buy |
5,751
+223
| +4% | +$25.1K | 0.02% | 310 |
|
|
2024
Q1 | $609K | Sell |
5,528
-103
| -2% | -$11.3K | 0.02% | 319 |
|
|
2023
Q4 | $573K | Buy |
5,631
+746
| +15% | +$75.9K | 0.02% | 302 |
|
|
2023
Q3 | $451K | Buy |
4,885
+35
| +0.7% | +$3.23K | 0.02% | 315 |
|
|
2023
Q2 | $465K | Buy |
4,850
+45
| +0.9% | +$4.32K | 0.02% | 324 |
|
|
2023
Q1 | $438K | Hold |
4,805
| – | – | 0.02% | 341 |
|
|
2022
Q4 | $408K | Buy |
4,805
+975
| +25% | +$82.8K | 0.02% | 339 |
|
|
2022
Q3 | $298K | Buy |
3,830
+25
| +0.7% | +$1.95K | 0.02% | 375 |
|
|
2022
Q2 | $319K | Buy |
3,805
+992
| +35% | +$83.2K | 0.02% | 373 |
|
|
2022
Q1 | $281K | Sell |
2,813
-27
| -1% | -$2.7K | 0.01% | 416 |
|
|
2021
Q4 | $300K | Buy |
2,840
+16
| +0.6% | +$1.69K | 0.02% | 421 |
|
|
2021
Q3 | $282K | Sell |
2,824
-40
| -1% | -$3.99K | 0.02% | 385 |
|
|
2021
Q2 | $290K | Sell |
2,864
-318
| -10% | -$32.2K | 0.02% | 374 |
|
|
2021
Q1 | $303K | Buy |
3,182
+45
| +1% | +$4.29K | 0.02% | 322 |
|
|
2020
Q4 | $285K | Buy |
3,137
+13
| +0.4% | +$1.18K | 0.02% | 305 |
|
|
2020
Q3 | $250K | Sell |
3,124
-105
| -3% | -$8.4K | 0.02% | 300 |
|
|
2020
Q2 | $238K | Buy |
3,229
+23
| +0.7% | +$1.7K | 0.02% | 296 |
|
|
2020
Q1 | $201K | Buy |
+3,206
| New | +$201K | 0.02% | 297 |
|