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 |
|