Strategic Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$138 Hold
2025
Q2
$129 Buy
2019
Q4
Sell
2019
Q3
$7 Hold
2019
Q2
$7K Sell
2019
Q1
$44K Sell
2018
Q4
$42K Buy
2018
Q3
$37K Hold
2018
Q2
$36K Hold
2018
Q1
$36K Hold
2017
Q4
$36K Buy