Focus Partners Wealth’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 | $26.1M | Sell |
203,236
-9,590
| -5% | -$1.23M | 0.06% | 299 |
|
|
2025
Q1 | $24.8M | Buy |
212,826
+8,894
| +4% | +$1.04M | 0.06% | 283 |
|
|
2024
Q4 | $24M | Buy |
203,932
+9,568
| +5% | +$1.12M | 0.06% | 285 |
|
|
2024
Q3 | $23.2M | Sell |
194,364
-65,706
| -25% | -$7.86M | 0.07% | 265 |
|
|
2024
Q2 | $29.2M | Buy |
260,070
+134,443
| +107% | +$15.1M | 0.1% | 197 |
|
|
2024
Q1 | $13.8M | Buy |
125,627
+7,201
| +6% | +$793K | 0.11% | 178 |
|
|
2023
Q4 | $12.1M | Buy |
+118,426
| New | +$12.1M | 0.16% | 136 |
|