Integrated Wealth Concepts’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 | $482K | Buy |
3,751
+785
| +26% | +$101K | ﹤0.01% | 1298 |
|
|
2025
Q1 | $345K | Sell |
2,966
-94
| -3% | -$10.9K | ﹤0.01% | 1326 |
|
|
2024
Q4 | $360K | Buy |
3,060
+207
| +7% | +$24.3K | ﹤0.01% | 1275 |
|
|
2024
Q3 | $341K | Hold |
2,853
| – | – | ﹤0.01% | 1258 |
|
|
2024
Q2 | $321K | Hold |
2,853
| – | – | ﹤0.01% | 1281 |
|
|
2024
Q1 | $314K | Hold |
2,853
| – | – | ﹤0.01% | 1300 |
|
|
2023
Q4 | $290K | Buy |
2,853
+4
| +0.1% | +$407 | ﹤0.01% | 1285 |
|
|
2023
Q3 | $263K | Buy |
2,849
+3
| +0.1% | +$277 | ﹤0.01% | 1289 |
|
|
2023
Q2 | $273K | Buy |
+2,846
| New | +$273K | ﹤0.01% | 1269 |
|