EverSource Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18K | Sell |
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|
2025
Q2 | $17.4K | Buy |
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|
2025
Q1 | $582 | Hold |
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|
2024
Q4 | $588 | Hold |
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|
2024
Q3 | $598 | Hold |
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|
2024
Q2 | $571 | Hold |
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|
2024
Q1 | $531 | Hold |
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|
2023
Q4 | $509 | Hold |
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|
2023
Q3 | $462 | Hold |
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|
2023
Q2 | $480 | Hold |
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|
2023
Q1 | $456 | Sell |
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|
2022
Q4 | $5.52K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $6K | Buy |
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