Silver Oak Securities’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$739K Sell
5,749
-34,359
-86% -$4.42M 0.06% 318
2025
Q1
$4.66M Buy
40,108
+127
+0.3% +$14.8K 0.43% 51
2024
Q4
$4.71M Sell
39,981
-29,487
-42% -$3.47M 0.44% 52
2024
Q3
$8.31M Buy
69,468
+21,573
+45% +$2.58M 0.88% 25
2024
Q2
$5.38M Buy
47,895
+2,003
+4% +$225K 0.81% 31
2024
Q1
$5.05M Sell
45,892
-12,446
-21% -$1.37M 0.77% 29
2023
Q4
$5.94M Buy
58,338
+55,238
+1,782% +$5.62M 0.8% 29
2023
Q3
$286K Sell
3,100
-7,384
-70% -$682K 0.06% 238
2023
Q2
$1.01M Sell
10,484
-5,713
-35% -$548K 0.16% 129
2023
Q1
$1.48M Buy
16,197
+5,262
+48% +$480K 0.24% 79
2022
Q4
$928K Buy
10,935
+7,835
+253% +$665K 0.17% 97
2022
Q3
$286K Sell
3,100
-6,488
-68% -$599K 0.06% 238
2022
Q2
$830K Sell
9,588
-4,156
-30% -$360K 0.19% 92
2022
Q1
$1.36M Buy
+13,744
New +$1.36M 0.28% 79