Great Waters Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
11,792
-218
| -2% | -$28K | 0.2% | 32 |
|
|
2025
Q1 | $1.4M | Sell |
12,010
-185
| -2% | -$21.5K | 0.19% | 32 |
|
|
2024
Q4 | $1.43M | Buy |
12,195
+36
| +0.3% | +$4.23K | 0.18% | 36 |
|
|
2024
Q3 | $1.45M | Sell |
12,159
-448
| -4% | -$53.6K | 0.2% | 33 |
|
|
2024
Q2 | $1.42M | Sell |
12,607
-713
| -5% | -$80.1K | 0.22% | 33 |
|
|
2024
Q1 | $1.47M | Sell |
13,320
-270
| -2% | -$29.7K | 0.24% | 32 |
|
|
2023
Q4 | $1.36M | Sell |
13,590
-2,006
| -13% | -$201K | 0.24% | 34 |
|
|
2023
Q3 | $1.44M | Sell |
15,596
-510
| -3% | -$47.2K | 0.29% | 33 |
|
|
2023
Q2 | $1.55M | Sell |
16,106
-1,182
| -7% | -$113K | 0.31% | 32 |
|
|
2023
Q1 | $1.59M | Sell |
17,288
-851
| -5% | -$78.4K | 0.34% | 31 |
|
|
2022
Q4 | $1.64M | Buy |
+18,139
| New | +$1.64M | 0.35% | 31 |
|