Paladin Advisory Group’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 | $807 | Hold |
6
| – | – | ﹤0.01% | 245 |
|
2025
Q1 | $724 | Sell |
6
-74
| -93% | -$8.93K | ﹤0.01% | 227 |
|
2024
Q4 | $9.38K | Buy |
80
+1
| +1% | +$117 | 0.01% | 203 |
|
2024
Q3 | $9.46K | Hold |
79
| – | – | 0.01% | 202 |
|
2024
Q2 | $8.91K | Buy |
79
+1
| +1% | +$113 | 0.01% | 195 |
|
2024
Q1 | $8.62K | Hold |
78
| – | – | 0.01% | 195 |
|
2023
Q4 | $7.99K | Buy |
78
+2
| +3% | +$205 | 0.01% | 200 |
|
2023
Q3 | $7K | Hold |
76
| – | – | 0.01% | 224 |
|
2023
Q2 | $7.27K | Buy |
76
+1
| +1% | +$96 | 0.01% | 229 |
|
2023
Q1 | $6.84K | Buy |
+75
| New | +$6.84K | 0.01% | 229 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 7 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 7 |
|
2022
Q2 | – | Sell |
-34
| Closed | -$3K | – | 7 |
|
2022
Q1 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 257 |
|