Pinnacle Wealth Management 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 | $3.39M | Sell |
26,377
-4,198
| -14% | -$540K | 0.28% | 73 |
|
|
2025
Q1 | $3.56M | Sell |
30,575
-25
| -0.1% | -$2.91K | 0.33% | 69 |
|
|
2024
Q4 | $3.6M | Buy |
30,600
+2,415
| +9% | +$284K | 0.34% | 66 |
|
|
2024
Q3 | $3.37M | Buy |
28,185
+436
| +2% | +$52.1K | 0.32% | 70 |
|
|
2024
Q2 | $3.12M | Buy |
27,749
+149
| +0.5% | +$16.7K | 0.32% | 70 |
|
|
2024
Q1 | $3.04M | Hold |
27,600
| – | – | 0.33% | 70 |
|
|
2023
Q4 | $2.81M | Buy |
27,600
+4,536
| +20% | +$462K | 0.33% | 73 |
|
|
2023
Q3 | $2.13M | Buy |
23,064
+6,792
| +42% | +$627K | 0.28% | 79 |
|
|
2023
Q2 | $1.56M | Buy |
16,272
+4,100
| +34% | +$393K | 0.19% | 96 |
|
|
2023
Q1 | $1.11M | Buy |
12,172
+4,108
| +51% | +$374K | 0.15% | 109 |
|
|
2022
Q4 | $684K | Hold |
8,064
| – | – | 0.1% | 139 |
|
|
2022
Q3 | $628K | Buy |
+8,064
| New | +$628K | 0.1% | 131 |
|