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