SPW
Sonoma Private 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 | $1.06M | Hold |
8,260
| – | – | 1.3% | 16 |
|
|
2025
Q1 | $961K | Hold |
8,260
| – | – | 1.33% | 19 |
|
|
2024
Q4 | $971K | Hold |
8,260
| – | – | 1.57% | 16 |
|
|
2024
Q3 | $987K | Hold |
8,260
| – | – | 1.54% | 14 |
|
|
2024
Q2 | $928K | Hold |
8,260
| – | – | 1.51% | 16 |
|
|
2024
Q1 | $910K | Hold |
8,260
| – | – | 1.46% | 16 |
|
|
2023
Q4 | $841K | Hold |
8,260
| – | – | 1.39% | 17 |
|
|
2023
Q3 | $763K | Hold |
8,260
| – | – | 1.39% | 19 |
|
|
2023
Q2 | $792K | Hold |
8,260
| – | – | 1.38% | 20 |
|
|
2023
Q1 | $753K | Hold |
8,260
| – | – | 1.5% | 19 |
|
|
2022
Q4 | $701K | Buy |
+8,260
| New | +$701K | 1.55% | 22 |
|