IWN
Independent Wealth Network’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Buy |
40,844
+345
| +0.9% | +$44.4K | 1.91% | 7 |
|
|
2025
Q1 | $4.71M | Buy |
40,499
+138
| +0.3% | +$16.1K | 1.88% | 9 |
|
|
2024
Q4 | $4.74M | Buy |
40,361
+840
| +2% | +$98.7K | 1.92% | 7 |
|
|
2024
Q3 | $4.72M | Buy |
39,521
+716
| +2% | +$85.6K | 2.09% | 8 |
|
|
2024
Q2 | $4.36M | Sell |
38,805
-1,716
| -4% | -$193K | 2.03% | 9 |
|
|
2024
Q1 | $4.46M | Sell |
40,521
-389
| -1% | -$42.8K | 2.09% | 7 |
|
|
2023
Q4 | $4.16M | Buy |
40,910
+1,768
| +5% | +$180K | 2.19% | 6 |
|
|
2023
Q3 | $3.62M | Buy |
39,142
+3,198
| +9% | +$295K | 2.22% | 8 |
|
|
2023
Q2 | $3.45M | Sell |
35,944
-2,142
| -6% | -$206K | 2.07% | 9 |
|
|
2023
Q1 | $3.47M | Sell |
38,086
-264
| -0.7% | -$24.1K | 2.22% | 8 |
|
|
2022
Q4 | $3.26M | Buy |
38,350
+67
| +0.2% | +$5.69K | 2.23% | 8 |
|
|
2022
Q3 | $2.98M | Buy |
38,283
+1,436
| +4% | +$112K | 2.33% | 8 |
|
|
2022
Q2 | $3.09M | Buy |
36,847
+947
| +3% | +$79.4K | 2.23% | 8 |
|
|
2022
Q1 | $3.58M | Buy |
35,900
+1,579
| +5% | +$158K | 2.27% | 9 |
|
|
2021
Q4 | $3.63M | Buy |
34,321
+757
| +2% | +$80.1K | 2.23% | 7 |
|
|
2021
Q3 | $3.58M | Buy |
+33,564
| New | +$3.58M | 2.34% | 7 |
|