Nicolet Advisory 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
Q1 | – | Sell |
-2,642
| Closed | -$307K | – | 382 |
|
|
2024
Q4 | $307K | Hold |
2,642
| – | – | 0.03% | 289 |
|
|
2024
Q3 | $313K | Hold |
2,642
| – | – | 0.03% | 279 |
|
|
2024
Q2 | $306K | Hold |
2,642
| – | – | 0.03% | 273 |
|
|
2024
Q1 | $290K | Hold |
2,642
| – | – | 0.03% | 270 |
|
|
2023
Q4 | $264K | Hold |
2,642
| – | – | 0.03% | 264 |
|
|
2023
Q3 | $241K | Hold |
2,642
| – | – | 0.03% | 263 |
|
|
2023
Q2 | $250K | Hold |
2,642
| – | – | 0.03% | 258 |
|
|
2023
Q1 | $241K | Buy |
+2,642
| New | +$241K | 0.03% | 247 |
|