MWM
Moran 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 | $1.19M | Buy |
9,250
+7,136
| +338% | +$918K | 0.04% | 313 |
|
|
2025
Q1 | $246K | Sell |
2,114
-35,428
| -94% | -$4.12M | 0.01% | 414 |
|
|
2024
Q4 | $4.41M | Buy |
+37,542
| New | +$4.41M | 0.14% | 179 |
|
|
2024
Q1 | – | Sell |
-26,251
| Closed | -$2.67M | – | 410 |
|
|
2023
Q4 | $2.67M | Buy |
26,251
+22,934
| +691% | +$2.33M | 0.1% | 228 |
|
|
2023
Q3 | $306K | Buy |
+3,317
| New | +$306K | 0.01% | 324 |
|
|
2023
Q1 | – | Sell |
-29,037
| Closed | -$2.46M | – | 356 |
|
|
2022
Q4 | $2.46M | Buy |
+29,037
| New | +$2.46M | 0.09% | 201 |
|