SWA
SFMG Wealth 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 | $976K | Hold |
7,592
| – | – | 0.07% | 107 |
|
|
2025
Q1 | $884K | Hold |
7,592
| – | – | 0.07% | 111 |
|
|
2024
Q4 | $892K | Hold |
7,592
| – | – | 0.07% | 104 |
|
|
2024
Q3 | $908K | Hold |
7,592
| – | – | 0.07% | 100 |
|
|
2024
Q2 | $853K | Hold |
7,592
| – | – | 0.07% | 97 |
|
|
2024
Q1 | $836K | Hold |
7,592
| – | – | 0.07% | 101 |
|
|
2023
Q4 | $773K | Buy |
+7,592
| New | +$773K | 0.07% | 102 |
|