JFS Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24K | Hold |
33
| – | – | ﹤0.01% | 1139 |
|
|
2025
Q1 | $3.84K | Hold |
33
| – | – | ﹤0.01% | 1228 |
|
|
2024
Q4 | $3.88K | Buy |
33
+1
| +3% | +$118 | ﹤0.01% | 1219 |
|
|
2024
Q3 | $3.83K | Buy |
32
+2
| +7% | +$239 | ﹤0.01% | 1222 |
|
|
2024
Q2 | $3.37K | Hold |
30
| – | – | ﹤0.01% | 1225 |
|
|
2024
Q1 | $3.3K | Buy |
30
+6
| +25% | +$661 | ﹤0.01% | 1258 |
|
|
2023
Q4 | $2.44K | Buy |
24
+1
| +4% | +$102 | ﹤0.01% | 1341 |
|
|
2023
Q3 | $2.13K | Buy |
23
+1
| +5% | +$92 | ﹤0.01% | 1339 |
|
|
2023
Q2 | $2.11K | Buy |
22
+1
| +5% | +$96 | ﹤0.01% | 1367 |
|
|
2023
Q1 | $1.92K | Buy |
21
+1
| +5% | +$91 | ﹤0.01% | 1383 |
|
|
2022
Q4 | $1.7K | Buy |
20
+4
| +25% | +$340 | ﹤0.01% | 1433 |
|
|
2022
Q3 | $1K | Buy |
16
+12
| +300% | +$750 | ﹤0.01% | 1460 |
|
|
2022
Q2 | $0 | Buy |
4
+1
| +33% | – | ﹤0.01% | 1711 |
|
|
2022
Q1 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 1803 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1687 |
|
|
2021
Q3 | – | Sell |
-475
| Closed | -$48K | – | 827 |
|
|
2021
Q2 | $48K | Sell |
475
-17
| -3% | -$1.72K | 0.01% | 272 |
|
|
2021
Q1 | $47K | Sell |
492
-45
| -8% | -$4.3K | 0.01% | 257 |
|
|
2020
Q4 | $49K | Buy |
537
+10
| +2% | +$912 | 0.01% | 252 |
|
|
2020
Q3 | $42K | Buy |
527
+45
| +9% | +$3.59K | 0.01% | 252 |
|
|
2020
Q2 | $36K | Buy |
+482
| New | +$36K | 0.01% | 254 |
|
|
2018
Q1 | – | Sell |
-351
| Closed | -$25K | – | 518 |
|
|
2017
Q4 | $25K | Buy |
+351
| New | +$25K | 0.01% | 302 |
|