Stonehearth Capital Management’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 |
-2,411
| Closed | -$281K | – | 94 |
|
|
2025
Q1 | $281K | Sell |
2,411
-72,360
| -97% | -$8.42M | 0.12% | 64 |
|
|
2024
Q4 | $8.79M | Buy |
74,771
+2,357
| +3% | +$277K | 3.52% | 9 |
|
|
2024
Q3 | $8.66M | Buy |
72,414
+5,220
| +8% | +$624K | 3.44% | 10 |
|
|
2024
Q2 | $7.55M | Buy |
67,194
+162
| +0.2% | +$18.2K | 3.23% | 9 |
|
|
2024
Q1 | $7.38M | Buy |
67,032
+47,375
| +241% | +$5.22M | 3.34% | 10 |
|
|
2023
Q4 | $2M | Buy |
+19,657
| New | +$2M | 0.98% | 21 |
|