GWM
GDS 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 | $647K | Sell |
5,031
-54
| -1% | -$6.94K | 0.05% | 105 |
|
|
2025
Q1 | $592K | Sell |
5,085
-254
| -5% | -$29.6K | 0.05% | 102 |
|
|
2024
Q4 | $627K | Hold |
5,339
| – | – | 0.06% | 103 |
|
|
2024
Q3 | $638K | Buy |
5,339
+58
| +1% | +$6.93K | 0.06% | 84 |
|
|
2024
Q2 | $594K | Sell |
5,281
-44
| -0.8% | -$4.95K | 0.07% | 75 |
|
|
2024
Q1 | $586K | Sell |
5,325
-90
| -2% | -$9.91K | 0.07% | 82 |
|
|
2023
Q4 | $551K | Sell |
5,415
-125
| -2% | -$12.7K | 0.07% | 79 |
|
|
2023
Q3 | $512K | Sell |
5,540
-74
| -1% | -$6.84K | 0.08% | 71 |
|
|
2023
Q2 | $539K | Sell |
5,614
-149
| -3% | -$14.3K | 0.09% | 76 |
|
|
2023
Q1 | $525K | Sell |
5,763
-187
| -3% | -$17K | 0.09% | 71 |
|
|
2022
Q4 | $505K | Sell |
5,950
-244
| -4% | -$20.7K | 0.1% | 75 |
|
|
2022
Q3 | $482K | Hold |
6,194
| – | – | 0.11% | 70 |
|
|
2022
Q2 | $520K | Sell |
6,194
-1
| -0% | -$84 | 0.12% | 68 |
|
|
2022
Q1 | $601K | Sell |
6,195
-17
| -0.3% | -$1.65K | 0.13% | 70 |
|
|
2021
Q4 | $657K | Buy |
+6,212
| New | +$657K | 0.15% | 67 |
|