Sonoma Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Hold |
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|
2025
Q1 | $961K | Hold |
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|
2024
Q4 | $971K | Hold |
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|
2024
Q3 | $987K | Hold |
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|
2024
Q2 | $928K | Hold |
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|
2024
Q1 | $910K | Hold |
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|
2023
Q4 | $841K | Hold |
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|
2023
Q3 | $763K | Hold |
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|
2023
Q2 | $792K | Hold |
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|
2023
Q1 | $753K | Hold |
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|
2022
Q4 | $701K | Buy |
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