RDFA
Ritter Daniher Financial Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Buy |
1,443
+248
| +21% | +$31.9K | 0.05% | 97 |
|
|
2025
Q1 | $139K | Hold |
1,195
| – | – | 0.04% | 100 |
|
|
2024
Q4 | $140K | Hold |
1,195
| – | – | 0.04% | 101 |
|
|
2024
Q3 | $143K | Hold |
1,195
| – | – | 0.04% | 99 |
|
|
2024
Q2 | $134K | Hold |
1,195
| – | – | 0.04% | 94 |
|
|
2024
Q1 | $132K | Hold |
1,195
| – | – | 0.04% | 100 |
|
|
2023
Q4 | $122K | Buy |
+1,195
| New | +$122K | 0.05% | 102 |
|
|
2021
Q4 | – | Sell |
-165
| Closed | -$16K | – | 235 |
|
|
2021
Q3 | $16K | Hold |
165
| – | – | 0.01% | 140 |
|
|
2021
Q2 | $17K | Hold |
165
| – | – | 0.01% | 134 |
|
|
2021
Q1 | $16K | Hold |
165
| – | – | 0.01% | 128 |
|
|
2020
Q4 | $15K | Buy |
+165
| New | +$15K | 0.01% | 127 |
|