Farther Finance 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 | $361K | Buy |
2,804
+347
| +14% | +$44.6K | 0.01% | 1080 |
|
2025
Q1 | $287K | Sell |
2,457
-104
| -4% | -$12.1K | 0.01% | 1057 |
|
2024
Q4 | $301K | Sell |
2,561
-1
| -0% | -$118 | 0.01% | 805 |
|
2024
Q3 | $306K | Buy |
2,562
+881
| +52% | +$105K | 0.01% | 817 |
|
2024
Q2 | $189K | Buy |
1,681
+9
| +0.5% | +$1.01K | 0.01% | 850 |
|
2024
Q1 | $184K | Sell |
1,672
-888
| -35% | -$97.5K | 0.01% | 716 |
|
2023
Q4 | $261K | Buy |
2,560
+2,290
| +848% | +$233K | 0.02% | 489 |
|
2023
Q3 | $24.9K | Buy |
270
+20
| +8% | +$1.85K | ﹤0.01% | 1022 |
|
2023
Q2 | $24K | Buy |
+250
| New | +$24K | 0.01% | 940 |
|