Horst & Graben 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,586
| Closed | -$258K | – | 132 |
|
|
2022
Q1 | $258K | Sell |
2,586
-30
| -1% | -$2.99K | 0.06% | 117 |
|
|
2021
Q4 | $277K | Sell |
2,616
-38
| -1% | -$4.02K | 0.07% | 112 |
|
|
2021
Q3 | $265K | Sell |
2,654
-2
| -0.1% | -$200 | 0.07% | 110 |
|
|
2021
Q2 | $269K | Buy |
2,656
+7
| +0.3% | +$709 | 0.08% | 107 |
|
|
2021
Q1 | $252K | Sell |
2,649
-16
| -0.6% | -$1.52K | 0.08% | 112 |
|
|
2020
Q4 | $242K | Sell |
2,665
-362
| -12% | -$32.9K | 0.08% | 99 |
|
|
2020
Q3 | $242K | Sell |
3,027
-568
| -16% | -$45.4K | 0.09% | 100 |
|
|
2020
Q2 | $265K | Sell |
3,595
-97,593
| -96% | -$7.19M | 0.12% | 83 |
|
|
2020
Q1 | $6.33M | Buy |
+101,188
| New | +$6.33M | 3.33% | 7 |
|