SRA
Secured Retirement Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,022
| Closed | -$238K | – | 117 |
|
|
2024
Q4 | $238K | Sell |
2,022
-392
| -16% | -$46.1K | 0.14% | 127 |
|
|
2024
Q3 | $289K | Hold |
2,414
| – | – | 0.21% | 97 |
|
|
2024
Q2 | $271K | Sell |
2,414
-90
| -4% | -$10.1K | 0.21% | 98 |
|
|
2024
Q1 | $276K | Hold |
2,504
| – | – | 0.23% | 93 |
|
|
2023
Q4 | $255K | Buy |
+2,504
| New | +$255K | 0.24% | 93 |
|