Ritter Daniher Financial Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Buy |
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|
2025
Q1 | $139K | Hold |
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|
2024
Q4 | $140K | Hold |
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|
2024
Q3 | $143K | Hold |
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|
2024
Q2 | $134K | Hold |
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|
2024
Q1 | $132K | Hold |
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|
2023
Q4 | $122K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $17K | Hold |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $15K | Buy |
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