IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,710
| Closed | -$276K | – | 1009 |
|
|
2023
Q4 | $276K | Sell |
2,710
-890
| -25% | -$90.6K | 0.01% | 799 |
|
|
2023
Q3 | $333K | Buy |
3,600
+177
| +5% | +$16.4K | 0.02% | 691 |
|
|
2023
Q2 | $328K | Sell |
3,423
-1,549
| -31% | -$149K | 0.02% | 685 |
|
|
2023
Q1 | $453K | Sell |
4,972
-1,511
| -23% | -$138K | 0.03% | 535 |
|
|
2022
Q4 | $550K | Buy |
+6,483
| New | +$550K | 0.03% | 461 |
|