QWP
Quotient Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
4,321
-334
| -7% | -$43K | 0.02% | 170 |
|
|
2025
Q1 | $542K | Sell |
4,655
-270
| -5% | -$31.4K | 0.02% | 167 |
|
|
2024
Q4 | $579K | Sell |
4,925
-631
| -11% | -$74.2K | 0.02% | 152 |
|
|
2024
Q3 | $664K | Sell |
5,556
-560
| -9% | -$67K | 0.02% | 147 |
|
|
2024
Q2 | $687K | Sell |
6,116
-6,448
| -51% | -$725K | 0.02% | 131 |
|
|
2024
Q1 | $1.38M | Sell |
12,564
-3,018
| -19% | -$332K | 0.05% | 96 |
|
|
2023
Q4 | $1.59M | Buy |
+15,582
| New | +$1.59M | 0.06% | 93 |
|