SFS
Summit Financial Strategies’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
2,351
+275
| +13% | +$35.4K | 0.03% | 120 |
|
|
2025
Q1 | $242K | Sell |
2,076
-1
| -0% | -$116 | 0.02% | 124 |
|
|
2024
Q4 | $244K | Buy |
2,077
+1
| +0% | +$117 | 0.03% | 125 |
|
|
2024
Q3 | $248K | Sell |
2,076
-230
| -10% | -$27.5K | 0.03% | 127 |
|
|
2024
Q2 | $259K | Hold |
2,306
| – | – | 0.03% | 118 |
|
|
2024
Q1 | $254K | Hold |
2,306
| – | – | 0.04% | 122 |
|
|
2023
Q4 | $235K | Hold |
2,306
| – | – | 0.04% | 126 |
|
|
2023
Q3 | $213K | Hold |
2,306
| – | – | 0.04% | 115 |
|
|
2023
Q2 | $221K | Buy |
+2,306
| New | +$221K | 0.04% | 116 |
|