GSWM
Golden State 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 | $3.65M | Buy |
28,413
+1,771
| +7% | +$228K | 0.44% | 42 |
|
|
2025
Q1 | $3.1M | Buy |
26,642
+1,580
| +6% | +$184K | 0.46% | 42 |
|
|
2024
Q4 | $2.94M | Buy |
+25,062
| New | +$2.94M | 0.44% | 47 |
|
|
2022
Q1 | $1.49M | Buy |
14,973
+160
| +1% | +$16K | 0.29% | 68 |
|
|
2021
Q4 | $1.57M | Buy |
14,813
+146
| +1% | +$15.4K | 0.27% | 69 |
|
|
2021
Q3 | $1.47M | Buy |
14,667
+1,009
| +7% | +$101K | 0.32% | 59 |
|
|
2021
Q2 | $1.38M | Buy |
13,658
+98
| +0.7% | +$9.92K | 0.3% | 66 |
|
|
2021
Q1 | $1.29M | Buy |
13,560
+109
| +0.8% | +$10.4K | 0.43% | 44 |
|
|
2020
Q4 | $1.22M | Buy |
13,451
+1,417
| +12% | +$129K | 0.35% | 55 |
|
|
2020
Q3 | $962K | Buy |
+12,034
| New | +$962K | 0.32% | 52 |
|
|
2020
Q2 | – | Sell |
-11,967
| Closed | -$749K | – | 197 |
|
|
2020
Q1 | $749K | Buy |
+11,967
| New | +$749K | 0.33% | 53 |
|
|
2019
Q4 | – | Sell |
-8,620
| Closed | -$636K | – | 65 |
|
|
2019
Q3 | $636K | Sell |
8,620
-588
| -6% | -$43.4K | 0.21% | 87 |
|
|
2019
Q2 | $678K | Buy |
9,208
+11
| +0.1% | +$810 | 0.22% | 94 |
|
|
2019
Q1 | $664K | Buy |
+9,197
| New | +$664K | 0.22% | 97 |
|