Ironwood Wealth Management (Arizona)’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 | $217K | Sell |
1,684
-850
| -34% | -$109K | 0.08% | 33 |
|
|
2025
Q1 | $295K | Buy |
2,534
+176
| +7% | +$20.5K | 0.09% | 31 |
|
|
2024
Q4 | $277K | Buy |
2,358
+63
| +3% | +$7.4K | 0.09% | 33 |
|
|
2024
Q3 | $274K | Sell |
2,295
-249
| -10% | -$29.8K | 0.08% | 34 |
|
|
2024
Q2 | $286K | Buy |
2,544
+509
| +25% | +$57.2K | 0.09% | 33 |
|
|
2024
Q1 | $224K | Sell |
2,035
-481
| -19% | -$53K | 0.07% | 34 |
|
|
2023
Q4 | $256K | Buy |
2,516
+76
| +3% | +$7.74K | 0.09% | 31 |
|
|
2023
Q3 | $225K | Buy |
2,440
+156
| +7% | +$14.4K | 0.09% | 33 |
|
|
2023
Q2 | $219K | Sell |
2,284
-21
| -0.9% | -$2.02K | 0.08% | 33 |
|
|
2023
Q1 | $210K | Buy |
2,305
+911
| +65% | +$83K | 0.08% | 34 |
|
|
2022
Q4 | $118K | Buy |
1,394
+155
| +13% | +$13.2K | 0.05% | 36 |
|
|
2022
Q3 | $104K | Hold |
1,239
| – | – | 0.05% | 35 |
|
|
2022
Q2 | $104K | Sell |
1,239
-72
| -5% | -$6.04K | 0.05% | 35 |
|
|
2022
Q1 | $131K | Buy |
1,311
+323
| +33% | +$32.3K | 0.05% | 36 |
|
|
2021
Q4 | $105K | Buy |
988
+513
| +108% | +$54.5K | 0.05% | 36 |
|
|
2021
Q3 | $47K | Buy |
475
+95
| +25% | +$9.4K | 0.02% | 39 |
|
|
2021
Q2 | $39K | Buy |
380
+33
| +10% | +$3.39K | 0.02% | 39 |
|
|
2021
Q1 | $33K | Buy |
347
+28
| +9% | +$2.66K | 0.02% | 38 |
|
|
2020
Q4 | $29K | Buy |
+319
| New | +$29K | 0.02% | 39 |
|