Greenup Street 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 | $278K | Sell |
2,160
-1,056
| -33% | -$136K | 0.05% | 89 |
|
|
2025
Q1 | $374K | Hold |
3,216
| – | – | 0.07% | 77 |
|
|
2024
Q4 | $378K | Hold |
3,216
| – | – | 0.08% | 73 |
|
|
2024
Q3 | $384K | Hold |
3,216
| – | – | 0.08% | 70 |
|
|
2024
Q2 | $361K | Hold |
3,216
| – | – | 0.09% | 67 |
|
|
2024
Q1 | $354K | Hold |
3,216
| – | – | 0.09% | 67 |
|
|
2023
Q4 | $327K | Hold |
3,216
| – | – | 0.09% | 68 |
|
|
2023
Q3 | $297K | Sell |
3,216
-222
| -6% | -$20.5K | 0.1% | 73 |
|
|
2023
Q2 | $330K | Sell |
3,438
-119
| -3% | -$11.4K | 0.09% | 84 |
|
|
2023
Q1 | $324K | Buy |
+3,557
| New | +$324K | 0.11% | 68 |
|