MFC
Morris Financial Concepts’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.7K | Buy |
270
+16
| +6% | +$2.06K | 0.01% | 158 |
|
|
2025
Q1 | $29.6K | Buy |
254
+19
| +8% | +$2.21K | 0.01% | 159 |
|
|
2024
Q4 | $27.6K | Sell |
235
-106
| -31% | -$12.5K | 0.01% | 152 |
|
|
2024
Q3 | $40.7K | Buy |
341
+34
| +11% | +$4.06K | 0.02% | 152 |
|
|
2024
Q2 | $34.5K | Buy |
307
+8
| +3% | +$899 | 0.02% | 127 |
|
|
2024
Q1 | $32.9K | Buy |
299
+46
| +18% | +$5.06K | 0.02% | 125 |
|
|
2023
Q4 | $25.7K | Buy |
253
+6
| +2% | +$610 | 0.01% | 125 |
|
|
2023
Q3 | $22.8K | Sell |
247
-75
| -23% | -$6.92K | 0.02% | 117 |
|
|
2023
Q2 | $30.9K | Buy |
322
+47
| +17% | +$4.51K | 0.02% | 118 |
|
|
2023
Q1 | $25.1K | Buy |
275
+74
| +37% | +$6.74K | 0.02% | 117 |
|
|
2022
Q4 | $17K | Sell |
201
-73
| -27% | -$6.19K | 0.01% | 110 |
|
|
2022
Q3 | $21K | Buy |
274
+13
| +5% | +$996 | 0.02% | 86 |
|
|
2022
Q2 | $22K | Buy |
261
+2
| +0.8% | +$169 | 0.02% | 93 |
|
|
2022
Q1 | $26K | Buy |
259
+2
| +0.8% | +$201 | 0.02% | 91 |
|
|
2021
Q4 | $27K | Buy |
+257
| New | +$27K | 0.02% | 84 |
|