GC Wealth Management RIA’s iShares MSCI ACWI ETF ACWI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
2,853
-1,179
-29% -$152K 0.03% 391
2025
Q1
$469K Hold
4,032
0.09% 190
2024
Q4
$474K Hold
4,032
0.08% 183
2024
Q3
$482K Hold
4,032
0.08% 195
2024
Q2
$453K Sell
4,032
-31
-0.8% -$3.48K 0.09% 185
2024
Q1
$447K Hold
4,063
0.09% 179
2023
Q4
$413K Buy
+4,063
New +$413K 0.19% 128