PFA
Peak Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,612
| Closed | -$538K | – | 53 |
|
|
2023
Q2 | $538K | Sell |
5,612
-86
| -2% | -$8.25K | 0.42% | 39 |
|
|
2023
Q1 | $519K | Sell |
5,698
-3
| -0.1% | -$273 | 0.44% | 35 |
|
|
2022
Q4 | $484K | Hold |
5,701
| – | – | 0.44% | 37 |
|
|
2022
Q3 | $444K | Sell |
5,701
-2,571
| -31% | -$200K | 0.55% | 35 |
|
|
2022
Q2 | $694K | Sell |
8,272
-24
| -0.3% | -$2.01K | 0.69% | 37 |
|
|
2022
Q1 | $828K | Hold |
8,296
| – | – | 0.71% | 38 |
|
|
2021
Q4 | $878K | Sell |
8,296
-96
| -1% | -$10.2K | 0.68% | 34 |
|
|
2021
Q3 | $839K | Sell |
8,392
-2
| -0% | -$200 | 0.74% | 31 |
|
|
2021
Q2 | $849K | Sell |
8,394
-1,589
| -16% | -$161K | 0.73% | 37 |
|
|
2021
Q1 | $950K | Sell |
9,983
-4,789
| -32% | -$456K | 0.8% | 38 |
|
|
2020
Q4 | $1.34M | Buy |
+14,772
| New | +$1.34M | 1.15% | 36 |
|