Madison Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.82M | Sell |
19,752
-3,075
| -13% | -$284K | 0.38% | 74 |
|
|
2023
Q2 | $2.19M | Sell |
22,827
-62
| -0.3% | -$5.95K | 0.44% | 71 |
|
|
2023
Q1 | $2.09M | Sell |
22,889
-46
| -0.2% | -$4.19K | 0.45% | 71 |
|
|
2022
Q4 | $1.95M | Sell |
22,935
-1,649
| -7% | -$140K | 0.44% | 69 |
|
|
2022
Q3 | $1.91M | Buy |
24,584
+1,516
| +7% | +$118K | 0.47% | 63 |
|
|
2022
Q2 | $1.94M | Buy |
23,068
+13,526
| +142% | +$1.13M | 0.47% | 62 |
|
|
2022
Q1 | $952K | Buy |
9,542
+2,511
| +36% | +$251K | 0.2% | 92 |
|
|
2021
Q4 | $744K | Buy |
7,031
+601
| +9% | +$63.6K | 0.15% | 96 |
|
|
2021
Q3 | $642K | Buy |
6,430
+95
| +1% | +$9.49K | 0.14% | 101 |
|
|
2021
Q2 | $641K | Buy |
6,335
+2,165
| +52% | +$219K | 0.14% | 100 |
|
|
2021
Q1 | $397K | Sell |
4,170
-408
| -9% | -$38.8K | 0.1% | 113 |
|
|
2020
Q4 | $415K | Buy |
4,578
+250
| +6% | +$22.7K | 0.11% | 103 |
|
|
2020
Q3 | $346K | Sell |
4,328
-357
| -8% | -$28.5K | 0.1% | 101 |
|
|
2020
Q2 | $345K | Buy |
+4,685
| New | +$345K | 0.11% | 96 |
|