RK
Rather & Kittrell’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Sell |
4,827
-29
| -0.6% | -$3.73K | 0.12% | 57 |
|
|
2025
Q1 | $565K | Sell |
4,856
-15
| -0.3% | -$1.75K | 0.12% | 57 |
|
|
2024
Q4 | $572K | Sell |
4,871
-10
| -0.2% | -$1.18K | 0.13% | 57 |
|
|
2024
Q3 | $584K | Hold |
4,881
| – | – | 0.14% | 54 |
|
|
2024
Q2 | $549K | Hold |
4,881
| – | – | 0.15% | 53 |
|
|
2024
Q1 | $538K | Sell |
4,881
-285
| -6% | -$31.4K | 0.16% | 55 |
|
|
2023
Q4 | $526K | Sell |
5,166
-76
| -1% | -$7.74K | 0.18% | 47 |
|
|
2023
Q3 | $484K | Hold |
5,242
| – | – | 0.2% | 45 |
|
|
2023
Q2 | $503K | Sell |
5,242
-864
| -14% | -$82.9K | 0.21% | 45 |
|
|
2023
Q1 | $557K | Buy |
6,106
+110
| +2% | +$10K | 0.25% | 42 |
|
|
2022
Q4 | $509K | Hold |
5,996
| – | – | 0.27% | 44 |
|
|
2022
Q3 | $466K | Sell |
5,996
-90
| -1% | -$7K | 0.49% | 43 |
|
|
2022
Q2 | $510K | Buy |
6,086
+543
| +10% | +$45.5K | 0.56% | 34 |
|
|
2022
Q1 | $553K | Sell |
5,543
-19
| -0.3% | -$1.9K | 0.54% | 30 |
|
|
2021
Q4 | $588K | Buy |
+5,562
| New | +$588K | 0.52% | 29 |
|