IAG Wealth Partners’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 | $119K | Hold |
925
| – | – | 0.02% | 135 |
|
|
2025
Q1 | $108K | Hold |
925
| – | – | 0.02% | 134 |
|
|
2024
Q4 | $109K | Hold |
925
| – | – | 0.02% | 130 |
|
|
2024
Q3 | $111K | Buy |
925
+146
| +19% | +$17.5K | 0.02% | 123 |
|
|
2024
Q2 | $87.6K | Buy |
+779
| New | +$87.6K | 0.02% | 129 |
|
|
2021
Q2 | – | Sell |
-190
| Closed | -$19K | – | 370 |
|
|
2021
Q1 | $19K | Hold |
190
| – | – | 0.01% | 185 |
|
|
2020
Q4 | $18K | Hold |
190
| – | – | 0.01% | 174 |
|
|
2020
Q3 | $16K | Hold |
190
| – | – | 0.01% | 175 |
|
|
2020
Q2 | $15K | Hold |
190
| – | – | 0.01% | 180 |
|
|
2020
Q1 | $12K | Buy |
+190
| New | +$12K | 0.01% | 186 |
|