Financial Gravity Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $30.3K | Buy |
+260
| New | +$30.3K | 0.01% | 405 |
|
|
2024
Q2 | $38.3K | Sell |
341
-303
| -47% | -$34.1K | 0.01% | 302 |
|
|
2024
Q1 | $68.2K | Sell |
644
-5,796
| -90% | -$614K | 0.01% | 333 |
|
|
2023
Q4 | $2.06M | Buy |
6,440
+322
| +5% | +$103K | 0.02% | 219 |
|
|
2023
Q3 | $2.02M | Buy |
6,118
+5,796
| +1,800% | +$1.92M | 0.02% | 209 |
|
|
2023
Q2 | $31 | Sell |
322
-1
| -0.3% | – | ﹤0.01% | 1449 |
|
|
2023
Q1 | $29 | Buy |
+323
| New | +$29 | ﹤0.01% | 775 |
|
|
2021
Q2 | – | Sell |
-299
| Closed | -$28 | – | 969 |
|
|
2021
Q1 | $28 | Buy |
+299
| New | +$28 | ﹤0.01% | 624 |
|
|
2020
Q2 | – | Sell |
-2
| Closed | -$119 | – | 26 |
|
|
2020
Q1 | $119 | Buy |
+2
| New | +$119 | ﹤0.01% | 860 |
|
|
2019
Q4 | – | Sell |
-492
| Closed | -$36K | – | 1366 |
|
|
2019
Q3 | $36K | Hold |
492
| – | – | 0.03% | 341 |
|
|
2019
Q2 | $36K | Hold |
492
| – | – | 0.03% | 385 |
|
|
2019
Q1 | $36K | Buy |
+492
| New | +$36K | 0.03% | 369 |
|