Orin Green Financial’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 | $328K | Hold |
2,550
| – | – | 0.14% | 60 |
|
|
2025
Q1 | $279K | Buy |
+2,550
| New | +$279K | 0.13% | 60 |
|
|
2024
Q4 | – | Sell |
-2,759
| Closed | -$330K | – | 58 |
|
|
2024
Q3 | $330K | Hold |
2,759
| – | – | 0.14% | 58 |
|
|
2024
Q2 | $310K | Buy |
+2,759
| New | +$310K | 0.14% | 59 |
|
|
2024
Q1 | – | Sell |
-2,147
| Closed | -$219K | – | 68 |
|
|
2023
Q4 | $219K | Buy |
+2,147
| New | +$219K | 0.11% | 69 |
|
|
2021
Q4 | – | Sell |
-2,250
| Closed | -$225K | – | 60 |
|
|
2021
Q3 | $225K | Hold |
2,250
| – | – | 0.16% | 63 |
|
|
2021
Q2 | $228K | Sell |
2,250
-62
| -3% | -$6.28K | 0.16% | 63 |
|
|
2021
Q1 | $220K | Buy |
+2,312
| New | +$220K | 0.18% | 61 |
|