Financial Engines 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 | $699K | Buy |
5,439
+1
| +0% | +$129 | ﹤0.01% | 344 |
|
2025
Q1 | $633K | Sell |
5,438
-4
| -0.1% | -$466 | ﹤0.01% | 305 |
|
2024
Q4 | $639K | Sell |
5,442
-18
| -0.3% | -$2.12K | ﹤0.01% | 302 |
|
2024
Q3 | $653K | Buy |
5,460
+151
| +3% | +$18.1K | ﹤0.01% | 262 |
|
2024
Q2 | $597K | Sell |
5,309
-270
| -5% | -$30.3K | ﹤0.01% | 249 |
|
2024
Q1 | $614K | Sell |
5,579
-878
| -14% | -$96.7K | ﹤0.01% | 232 |
|
2023
Q4 | $657K | Buy |
6,457
+28
| +0.4% | +$2.85K | ﹤0.01% | 211 |
|
2023
Q3 | $594K | Buy |
6,429
+715
| +13% | +$66K | ﹤0.01% | 194 |
|
2023
Q2 | $548K | Sell |
5,714
-251
| -4% | -$24.1K | ﹤0.01% | 203 |
|
2023
Q1 | $544K | Sell |
5,965
-5,437
| -48% | -$496K | ﹤0.01% | 208 |
|
2022
Q4 | $968K | Buy |
11,402
+1,048
| +10% | +$89K | ﹤0.01% | 174 |
|
2022
Q3 | $805K | Buy |
10,354
+3,175
| +44% | +$247K | ﹤0.01% | 174 |
|
2022
Q2 | $602K | Buy |
7,179
+4,620
| +181% | +$387K | ﹤0.01% | 188 |
|
2022
Q1 | $255K | Buy |
+2,559
| New | +$255K | ﹤0.01% | 278 |
|