FFT Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,161,082
| Closed | -$118M | – | 155 |
|
|
2023
Q4 | $118M | Buy |
1,161,082
+10,934
| +1% | +$1.11M | 10.23% | 2 |
|
|
2023
Q3 | $106M | Hold |
1,150,148
| – | – | 13.68% | 1 |
|
|
2023
Q2 | $110M | Sell |
1,150,148
-196,413
| -15% | -$18.8M | 13.71% | 1 |
|
|
2023
Q1 | $123M | Buy |
1,346,561
+89,682
| +7% | +$8.18M | 15.24% | 1 |
|
|
2022
Q4 | $107M | Sell |
1,256,879
-535,932
| -30% | -$45.5M | 13.68% | 1 |
|
|
2022
Q3 | $140M | Sell |
1,792,811
-150,585
| -8% | -$11.7M | 19.49% | 1 |
|
|
2022
Q2 | $163M | Buy |
1,943,396
+1,143,396
| +143% | +$95.9M | 18.16% | 1 |
|
|
2022
Q1 | $79.8M | Buy |
+800,000
| New | +$79.8M | 7.63% | 4 |
|