SDWIA
Schwarz Dygos Wheeler Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
1,716
-126
| -7% | -$16.2K | 0.05% | 154 |
|
|
2025
Q1 | $214K | Sell |
1,842
-28
| -1% | -$3.26K | 0.05% | 152 |
|
|
2024
Q4 | $220K | Sell |
1,870
-137
| -7% | -$16.1K | 0.05% | 152 |
|
|
2024
Q3 | $240K | Hold |
2,007
| – | – | 0.06% | 140 |
|
|
2024
Q2 | $226K | Buy |
2,007
+30
| +2% | +$3.37K | 0.06% | 136 |
|
|
2024
Q1 | $218K | Buy |
+1,977
| New | +$218K | 0.06% | 137 |
|