MWM
Modern 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 | $1.07M | Buy |
8,284
+5,916
| +250% | +$761K | 0.03% | 352 |
|
|
2025
Q1 | $276K | Buy |
2,368
+39
| +2% | +$4.54K | 0.01% | 556 |
|
|
2024
Q4 | $274K | Sell |
2,329
-93
| -4% | -$10.9K | 0.01% | 478 |
|
|
2024
Q3 | $290K | Sell |
2,422
-8
| -0.3% | -$957 | 0.02% | 350 |
|
|
2024
Q2 | $273K | Sell |
2,430
-163
| -6% | -$18.3K | 0.02% | 326 |
|
|
2024
Q1 | $286K | Buy |
2,593
+192
| +8% | +$21.1K | 0.03% | 245 |
|
|
2023
Q4 | $244K | Buy |
+2,401
| New | +$244K | 0.03% | 166 |
|