Simplicity Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
7,960
+3,464
+77% +$445K 0.04% 328
2025
Q1
$523K Buy
4,496
+2,616
+139% +$304K 0.04% 334
2024
Q4
$221K Sell
1,880
-4,131
-69% -$485K 0.05% 298
2024
Q3
$719K Sell
6,011
-17,108
-74% -$2.05M 0.07% 236
2024
Q2
$2.6M Buy
23,119
+32
+0.1% +$3.6K 0.06% 307
2024
Q1
$2.54M Buy
+23,087
New +$2.54M 0.06% 302