EverSource Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4K | Buy |
135
+130
| +2,600% | +$16.7K | ﹤0.01% | 2400 |
|
|
2025
Q1 | $582 | Hold |
5
| – | – | ﹤0.01% | 3405 |
|
|
2024
Q4 | $588 | Hold |
5
| – | – | ﹤0.01% | 3126 |
|
|
2024
Q3 | $598 | Hold |
5
| – | – | ﹤0.01% | 2831 |
|
|
2024
Q2 | $571 | Hold |
5
| – | – | ﹤0.01% | 2861 |
|
|
2024
Q1 | $531 | Hold |
5
| – | – | ﹤0.01% | 2701 |
|
|
2023
Q4 | $509 | Hold |
5
| – | – | ﹤0.01% | 2521 |
|
|
2023
Q3 | $462 | Hold |
5
| – | – | ﹤0.01% | 2390 |
|
|
2023
Q2 | $480 | Hold |
5
| – | – | ﹤0.01% | 2363 |
|
|
2023
Q1 | $456 | Sell |
5
-60
| -92% | -$5.47K | ﹤0.01% | 2242 |
|
|
2022
Q4 | $5.52K | Hold |
65
| – | – | ﹤0.01% | 1560 |
|
|
2022
Q3 | $5K | Hold |
65
| – | – | ﹤0.01% | 1338 |
|
|
2022
Q2 | $5K | Buy |
65
+5
| +8% | +$385 | ﹤0.01% | 1234 |
|
|
2022
Q1 | $6K | Hold |
60
| – | – | ﹤0.01% | 1160 |
|
|
2021
Q4 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 1156 |
|