SFP
Sandbox Financial 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 | – | Sell |
-2,726
| Closed | -$317K | – | 124 |
|
|
2025
Q1 | $317K | Sell |
2,726
-47,395
| -95% | -$5.52M | 0.11% | 87 |
|
|
2024
Q4 | $5.89M | Buy |
50,121
+4,051
| +9% | +$476K | 1.96% | 15 |
|
|
2024
Q3 | $5.51M | Buy |
46,070
+2,645
| +6% | +$316K | 1.95% | 15 |
|
|
2024
Q2 | $4.88M | Buy |
43,425
+2,207
| +5% | +$248K | 1.87% | 15 |
|
|
2024
Q1 | $4.54M | Buy |
41,218
+380
| +0.9% | +$41.8K | 1.91% | 13 |
|
|
2023
Q4 | $4.16M | Buy |
40,838
+1,915
| +5% | +$195K | 1.95% | 13 |
|
|
2023
Q3 | $3.6M | Buy |
38,923
+7,310
| +23% | +$675K | 1.9% | 13 |
|
|
2023
Q2 | $3.03M | Buy |
31,613
+28,480
| +909% | +$2.73M | 1.58% | 13 |
|
|
2023
Q1 | $286K | Buy |
3,133
+328
| +12% | +$29.9K | 0.17% | 69 |
|
|
2022
Q4 | $238K | Sell |
2,805
-189
| -6% | -$16K | 0.16% | 68 |
|
|
2022
Q3 | $233K | Buy |
2,994
+347
| +13% | +$27K | 0.17% | 69 |
|
|
2022
Q2 | $222K | Buy |
+2,647
| New | +$222K | 0.16% | 74 |
|