JWM
JFG Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Hold |
3,653
| – | – | 0.1% | 44 |
|
|
2025
Q1 | $425K | Sell |
3,653
-9,475
| -72% | -$1.1M | 0.1% | 52 |
|
|
2024
Q4 | $1.54M | Sell |
13,128
-450
| -3% | -$52.9K | 0.35% | 29 |
|
|
2024
Q3 | $1.62M | Buy |
13,578
+9,795
| +259% | +$1.17M | 0.45% | 21 |
|
|
2024
Q2 | $425K | Sell |
3,783
-348
| -8% | -$39.1K | 0.12% | 36 |
|
|
2024
Q1 | $455K | Buy |
4,131
+130
| +3% | +$14.3K | 0.12% | 34 |
|
|
2023
Q4 | $407K | Hold |
4,001
| – | – | 0.12% | 46 |
|
|
2023
Q3 | $370K | Hold |
4,001
| – | – | 0.12% | 23 |
|
|
2023
Q2 | $384K | Hold |
4,001
| – | – | 0.12% | 23 |
|
|
2023
Q1 | $365K | Buy |
+4,001
| New | +$365K | 0.12% | 19 |
|