Intergy Private Wealth’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 | $4.27M | Buy |
33,226
+1
| +0% | +$129 | 1.46% | 16 |
|
|
2025
Q1 | $3.87M | Hold |
33,225
| – | – | 1.47% | 16 |
|
|
2024
Q4 | $3.9M | Buy |
33,225
+1
| +0% | +$118 | 1.46% | 16 |
|
|
2024
Q3 | $3.97M | Sell |
33,224
-513
| -2% | -$61.3K | 1.51% | 16 |
|
|
2024
Q2 | $3.79M | Sell |
33,737
-78
| -0.2% | -$8.77K | 1.56% | 16 |
|
|
2024
Q1 | $3.72M | Hold |
33,815
| – | – | 1.53% | 17 |
|
|
2023
Q4 | $3.44M | Buy |
33,815
+1,973
| +6% | +$201K | 1.49% | 17 |
|
|
2023
Q3 | $2.94M | Hold |
31,842
| – | – | 1.47% | 18 |
|
|
2023
Q2 | $3.05M | Sell |
31,842
-48
| -0.2% | -$4.61K | 1.5% | 17 |
|
|
2023
Q1 | $2.91M | Sell |
31,890
-122
| -0.4% | -$11.1K | 1.63% | 16 |
|
|
2022
Q4 | $2.72M | Buy |
32,012
+4,318
| +16% | +$367K | 1.7% | 16 |
|
|
2022
Q3 | $2.16M | Buy |
27,694
+18,557
| +203% | +$1.44M | 1.53% | 18 |
|
|
2022
Q2 | $767K | Buy |
+9,137
| New | +$767K | 0.6% | 27 |
|