Strategic Family Wealth Counselors’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 | $2.04M | Buy |
15,864
+1,590
| +11% | +$204K | 0.58% | 43 |
|
|
2025
Q1 | $1.66M | Buy |
14,274
+129
| +0.9% | +$15K | 0.54% | 44 |
|
|
2024
Q4 | $1.66M | Buy |
14,145
+5,119
| +57% | +$601K | 0.54% | 45 |
|
|
2024
Q3 | $1.08M | Sell |
9,026
-40
| -0.4% | -$4.78K | 0.38% | 50 |
|
|
2024
Q2 | $1.02M | Hold |
9,066
| – | – | 0.39% | 50 |
|
|
2024
Q1 | $998K | Sell |
9,066
-9,530
| -51% | -$1.05M | 0.39% | 49 |
|
|
2023
Q4 | $1.89M | Buy |
18,596
+9,150
| +97% | +$931K | 0.79% | 34 |
|
|
2023
Q3 | $873K | Sell |
9,446
-65
| -0.7% | -$6K | 0.42% | 44 |
|
|
2023
Q2 | $912K | Sell |
9,511
-1,292
| -12% | -$124K | 0.42% | 42 |
|
|
2023
Q1 | $985K | Sell |
10,803
-34,258
| -76% | -$3.12M | 0.47% | 41 |
|
|
2022
Q4 | $3.82M | Buy |
45,061
+28,062
| +165% | +$2.38M | 1.9% | 20 |
|
|
2022
Q3 | $1.32M | Buy |
16,999
+7,812
| +85% | +$608K | 0.65% | 33 |
|
|
2022
Q2 | $771K | Hold |
9,187
| – | – | 0.37% | 42 |
|
|
2022
Q1 | $917K | Sell |
9,187
-2,010
| -18% | -$201K | 0.37% | 40 |
|
|
2021
Q4 | $1.18M | Buy |
11,197
+1,577
| +16% | +$167K | 0.38% | 39 |
|
|
2021
Q3 | $961K | Sell |
9,620
-1
| -0% | -$100 | 0.33% | 40 |
|
|
2021
Q2 | $974K | Buy |
9,621
+20
| +0.2% | +$2.03K | 0.32% | 40 |
|
|
2021
Q1 | $914K | Hold |
9,601
| – | – | 0.34% | 38 |
|
|
2020
Q4 | $871K | Buy |
9,601
+5,713
| +147% | +$518K | 0.45% | 36 |
|
|
2020
Q3 | $311K | Buy |
3,888
+631
| +19% | +$50.5K | 0.17% | 55 |
|
|
2020
Q2 | $240K | Sell |
3,257
-12,041
| -79% | -$887K | 0.15% | 66 |
|
|
2020
Q1 | $957K | Buy |
15,298
+12,467
| +440% | +$780K | 0.72% | 29 |
|
|
2019
Q4 | $224K | Buy |
+2,831
| New | +$224K | 0.18% | 61 |
|