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Fiducient Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Sell |
5,641
-1,338
| -19% | -$172K | 0.09% | 84 |
|
|
2025
Q1 | $812K | Buy |
6,979
+389
| +6% | +$45.3K | 0.1% | 80 |
|
|
2024
Q4 | $774K | Buy |
6,590
+2,875
| +77% | +$338K | 0.1% | 82 |
|
|
2024
Q3 | $444K | Buy |
3,715
+157
| +4% | +$18.8K | 0.05% | 92 |
|
|
2024
Q2 | $400K | Sell |
3,558
-54
| -1% | -$6.07K | 0.06% | 99 |
|
|
2024
Q1 | $398K | Buy |
3,612
+477
| +15% | +$52.5K | 0.08% | 93 |
|
|
2023
Q4 | $319K | Buy |
3,135
+171
| +6% | +$17.4K | 0.06% | 98 |
|
|
2023
Q3 | $274K | Sell |
2,964
-154
| -5% | -$14.2K | 0.02% | 95 |
|
|
2023
Q2 | $299K | Buy |
3,118
+41
| +1% | +$3.93K | 0.09% | 43 |
|
|
2023
Q1 | $281K | Hold |
3,077
| – | – | 0.09% | 40 |
|
|
2022
Q4 | $261K | Buy |
+3,077
| New | +$261K | 0.08% | 153 |
|