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Schrum Private Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
1,761
+1
+0.1% +$129 0.18% 118
2025
Q1
$205K Hold
1,760
0.18% 121
2024
Q4
$207K Sell
1,760
-512
-23% -$60.2K 0.18% 122
2024
Q3
$272K Buy
+2,272
New +$272K 0.14% 141