Pure 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
Q2 | $2.68M | Buy |
20,821
+1,385
| +7% | +$178K | 0.05% | 138 |
|
2025
Q1 | $2.26M | Buy |
19,436
+1,918
| +11% | +$223K | 0.05% | 121 |
|
2024
Q4 | $2.06M | Buy |
17,518
+2,045
| +13% | +$240K | 0.05% | 119 |
|
2024
Q3 | $1.85M | Buy |
15,473
+972
| +7% | +$116K | 0.04% | 119 |
|
2024
Q2 | $1.63M | Buy |
14,501
+1,370
| +10% | +$154K | 0.05% | 121 |
|
2024
Q1 | $1.45M | Buy |
13,131
+935
| +8% | +$103K | 0.05% | 127 |
|
2023
Q4 | $1.24M | Buy |
12,196
+346
| +3% | +$35.2K | 0.04% | 129 |
|
2023
Q3 | $1.09M | Buy |
11,850
+259
| +2% | +$23.9K | 0.04% | 123 |
|
2023
Q2 | $1.11M | Buy |
11,591
+1,113
| +11% | +$107K | 0.05% | 123 |
|
2023
Q1 | $955K | Sell |
10,478
-599
| -5% | -$54.6K | 0.04% | 130 |
|
2022
Q4 | $940K | Buy |
11,077
+2,743
| +33% | +$233K | 0.05% | 123 |
|
2022
Q3 | $649K | Sell |
8,334
-269
| -3% | -$20.9K | 0.04% | 135 |
|
2022
Q2 | $722K | Buy |
8,603
+775
| +10% | +$65K | 0.04% | 128 |
|
2022
Q1 | $781K | Sell |
7,828
-1,313
| -14% | -$131K | 0.04% | 121 |
|
2021
Q4 | $967K | Buy |
9,141
+3,048
| +50% | +$322K | 0.05% | 100 |
|
2021
Q3 | $609K | Sell |
6,093
-381
| -6% | -$38.1K | 0.05% | 122 |
|
2021
Q2 | $655K | Buy |
6,474
+1,169
| +22% | +$118K | 0.05% | 113 |
|
2021
Q1 | $505K | Buy |
5,305
+353
| +7% | +$33.6K | 0.05% | 120 |
|
2020
Q4 | $449K | Buy |
4,952
+615
| +14% | +$55.8K | 0.05% | 123 |
|
2020
Q3 | $347K | Buy |
4,337
+377
| +10% | +$30.2K | 0.05% | 116 |
|
2020
Q2 | $292K | Buy |
3,960
+460
| +13% | +$33.9K | 0.05% | 113 |
|
2020
Q1 | $219K | Buy |
+3,500
| New | +$219K | 0.04% | 125 |
|