PFA
Pathway Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.4M | Buy |
244,292
+240,790
| +6,876% | +$31M | 4.6% | 5 |
|
|
2025
Q1 | $408K | Buy |
3,502
+1,233
| +54% | +$144K | 0.07% | 108 |
|
|
2024
Q4 | $267K | Buy |
+2,269
| New | +$267K | 0.06% | 136 |
|
|
2018
Q3 | – | Sell |
-1,430
| Closed | -$102K | – | 97 |
|
|
2018
Q2 | $102K | Hold |
1,430
| – | – | 0.06% | 158 |
|
|
2018
Q1 | $103K | Hold |
1,430
| – | – | 0.06% | 156 |
|
|
2017
Q4 | $103K | Buy |
+1,430
| New | +$103K | 0.06% | 154 |
|