Golden State Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Buy |
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|
2025
Q1 | $3.1M | Buy |
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|
2024
Q4 | $2.94M | Buy |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $1.47M | Buy |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $962K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $749K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $636K | Sell |
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|
2019
Q2 | $678K | Buy |
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|
2019
Q1 | $664K | Buy |
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