GWA
Genesis Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Hold |
3,555
| – | – | 0.34% | 34 |
|
|
2025
Q1 | $414K | Sell |
3,555
-89
| -2% | -$10.4K | 0.34% | 35 |
|
|
2024
Q4 | $428K | Buy |
+3,644
| New | +$428K | 0.37% | 36 |
|
|
2015
Q2 | $4.83M | Buy |
81,171
+15,968
| +24% | +$949K | 3.92% | 7 |
|
|
2015
Q1 | $3.93M | Buy |
65,203
+47,320
| +265% | +$2.85M | 3.26% | 6 |
|
|
2014
Q4 | $1.09M | Buy |
+17,883
| New | +$1.09M | 0.87% | 20 |
|