Plante Moran Financial Advisors’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
Q1 | – | Sell |
-77
| Closed | -$9.05K | – | 792 |
|
|
2024
Q4 | $9.05K | Buy |
+77
| New | +$9.05K | ﹤0.01% | 592 |
|
|
2024
Q1 | – | Sell |
-151
| Closed | -$15.4K | – | 842 |
|
|
2023
Q4 | $15.4K | Buy |
+151
| New | +$15.4K | ﹤0.01% | 496 |
|
|
2023
Q2 | – | Sell |
-49
| Closed | -$4.47K | – | 787 |
|
|
2023
Q1 | $4.47K | Buy |
+49
| New | +$4.47K | ﹤0.01% | 653 |
|
|
2020
Q2 | – | Sell |
-85
| Closed | -$5K | – | 738 |
|
|
2020
Q1 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 563 |
|
|
2015
Q3 | – | Sell |
-2,010
| Closed | -$119K | – | 697 |
|
|
2015
Q2 | $119K | Buy |
+2,010
| New | +$119K | 0.09% | 170 |
|