Strategic Wealth Partners’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 | $129 | Buy |
+1
| New | +$129 | ﹤0.01% | 1103 |
|
|
2019
Q4 | – | Sell |
-102
| Closed | -$7 | – | 138 |
|
|
2019
Q3 | $7 | Hold |
102
| – | – | ﹤0.01% | 605 |
|
|
2019
Q2 | $7K | Sell |
102
-500
| -83% | -$34.3K | ﹤0.01% | 597 |
|
|
2019
Q1 | $44K | Sell |
602
-2
| -0.3% | -$146 | 0.02% | 252 |
|
|
2018
Q4 | $42K | Buy |
604
+104
| +21% | +$7.23K | 0.02% | 247 |
|
|
2018
Q3 | $37K | Hold |
500
| – | – | 0.02% | 253 |
|
|
2018
Q2 | $36K | Hold |
500
| – | – | 0.02% | 285 |
|
|
2018
Q1 | $36K | Hold |
500
| – | – | 0.02% | 277 |
|
|
2017
Q4 | $36K | Buy |
+500
| New | +$36K | 0.02% | 246 |
|