Souders Financial Advisors’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
Q1 | – | Sell |
-5,721
| Closed | -$672K | – | 185 |
|
|
2024
Q4 | $672K | Buy |
+5,721
| New | +$672K | 0.09% | 115 |
|
|
2024
Q1 | – | Sell |
-4,370
| Closed | -$445K | – | 161 |
|
|
2023
Q4 | $445K | Buy |
+4,370
| New | +$445K | 0.08% | 123 |
|
|
2023
Q1 | – | Sell |
-11,073
| Closed | -$940K | – | 146 |
|
|
2022
Q4 | $940K | Buy |
+11,073
| New | +$940K | 0.21% | 82 |
|
|
2022
Q1 | – | Sell |
-6,434
| Closed | -$681K | – | 144 |
|
|
2021
Q4 | $681K | Buy |
+6,434
| New | +$681K | 0.2% | 93 |
|