McKinley Carter Wealth Services’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 | $3.87M | Buy |
30,072
+27,756
| +1,198% | +$3.57M | 0.21% | 81 |
|
|
2025
Q1 | $270K | Buy |
2,316
+467
| +25% | +$54.4K | 0.02% | 265 |
|
|
2024
Q4 | $217K | Sell |
1,849
-18
| -1% | -$2.12K | 0.01% | 279 |
|
|
2024
Q3 | $223K | Buy |
1,867
+68
| +4% | +$8.13K | 0.01% | 290 |
|
|
2024
Q2 | $202K | Buy |
+1,799
| New | +$202K | 0.01% | 294 |
|
|
2024
Q1 | – | Sell |
-2,010
| Closed | -$205K | – | 299 |
|
|
2023
Q4 | $205K | Buy |
+2,010
| New | +$205K | 0.02% | 296 |
|
|
2023
Q1 | – | Sell |
-8,857
| Closed | -$752K | – | 296 |
|
|
2022
Q4 | $752K | Buy |
8,857
+769
| +10% | +$65.3K | 0.06% | 164 |
|
|
2022
Q3 | $630K | Sell |
8,088
-131
| -2% | -$10.2K | 0.06% | 165 |
|
|
2022
Q2 | $689K | Sell |
8,219
-106
| -1% | -$8.89K | 0.06% | 165 |
|
|
2022
Q1 | $831K | Buy |
8,325
+972
| +13% | +$97K | 0.07% | 157 |
|
|
2021
Q4 | $778K | Buy |
7,353
+7
| +0.1% | +$741 | 0.06% | 162 |
|
|
2021
Q3 | $734K | Buy |
7,346
+558
| +8% | +$55.8K | 0.06% | 158 |
|
|
2021
Q2 | $687K | Buy |
6,788
+138
| +2% | +$14K | 0.06% | 162 |
|
|
2021
Q1 | $633K | Buy |
+6,650
| New | +$633K | 0.05% | 169 |
|