FWM
FSA Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Sell |
925
-150
| -14% | -$19.3K | 0.05% | 79 |
|
|
2025
Q1 | $125K | Sell |
1,075
-205
| -16% | -$23.9K | 0.05% | 72 |
|
|
2024
Q4 | $150K | Hold |
1,280
| – | – | 0.06% | 64 |
|
|
2024
Q3 | $153K | Buy |
+1,280
| New | +$153K | 0.06% | 68 |
|
|
2024
Q1 | $145K | Hold |
1,316
| – | – | 0.06% | 64 |
|
|
2023
Q4 | $134K | Buy |
+1,316
| New | +$134K | 0.06% | 67 |
|
|
2021
Q1 | – | Sell |
-485
| Closed | -$44K | – | 50 |
|
|
2020
Q4 | $44K | Buy |
+485
| New | +$44K | 0.02% | 139 |
|
|
2020
Q3 | – | Sell |
-335
| Closed | -$25K | – | 60 |
|
|
2020
Q2 | $25K | Hold |
335
| – | – | 0.02% | 171 |
|
|
2020
Q1 | $21K | Hold |
335
| – | – | 0.02% | 175 |
|
|
2019
Q4 | $27K | Buy |
+335
| New | +$27K | 0.02% | 185 |
|