SteelPeak Wealth’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
Q2 | – | Sell |
-48,426
| Closed | -$5.64M | – | 506 |
|
|
2025
Q1 | $5.64M | Buy |
+48,426
| New | +$5.64M | 0.23% | 91 |
|
|
2024
Q4 | – | Sell |
-48,523
| Closed | -$5.8M | – | 480 |
|
|
2024
Q3 | $5.8M | Buy |
+48,523
| New | +$5.8M | 0.25% | 79 |
|
|
2024
Q2 | – | Sell |
-42,385
| Closed | -$4.67M | – | 449 |
|
|
2024
Q1 | $4.67M | Buy |
42,385
+34,408
| +431% | +$3.79M | 0.24% | 80 |
|
|
2023
Q4 | $812K | Sell |
7,977
-36,607
| -82% | -$3.73M | 0.05% | 221 |
|
|
2023
Q3 | $4.12M | Buy |
+44,584
| New | +$4.12M | 0.26% | 79 |
|
|
2023
Q2 | – | Sell |
-2,329
| Closed | -$212K | – | 398 |
|
|
2023
Q1 | $212K | Sell |
2,329
-71,541
| -97% | -$6.52M | 0.01% | 330 |
|
|
2022
Q4 | $6.27M | Sell |
73,870
-19,276
| -21% | -$1.64M | 0.46% | 58 |
|
|
2022
Q3 | $7.25M | Buy |
93,146
+73,532
| +375% | +$5.72M | 0.54% | 52 |
|
|
2022
Q2 | $1.65M | Sell |
19,614
-22,891
| -54% | -$1.92M | 0.12% | 125 |
|
|
2022
Q1 | $4.24M | Sell |
42,505
-70,196
| -62% | -$7M | 0.24% | 74 |
|
|
2021
Q4 | $11.9M | Buy |
+112,701
| New | +$11.9M | 0.67% | 31 |
|