SPWG
Syntegra Private Wealth Group’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Hold |
4,384
| – | – | 0.06% | 83 |
|
|
2025
Q1 | $510K | Hold |
4,384
| – | – | 0.06% | 81 |
|
|
2024
Q4 | $515K | Sell |
4,384
-43
| -1% | -$5.05K | 0.06% | 76 |
|
|
2024
Q3 | $529K | Sell |
4,427
-138
| -3% | -$16.5K | 0.06% | 75 |
|
|
2024
Q2 | $513K | Sell |
4,565
-70
| -2% | -$7.87K | 0.07% | 69 |
|
|
2024
Q1 | $510K | Sell |
4,635
-267
| -5% | -$29.4K | 0.07% | 69 |
|
|
2023
Q4 | $499K | Hold |
4,902
| – | – | 0.07% | 63 |
|
|
2023
Q3 | $453K | Hold |
4,902
| – | – | 0.07% | 70 |
|
|
2023
Q2 | $470K | Sell |
4,902
-52
| -1% | -$4.99K | 0.07% | 70 |
|
|
2023
Q1 | $452K | Hold |
4,954
| – | – | 0.08% | 73 |
|
|
2022
Q4 | $420K | Buy |
+4,954
| New | +$420K | 0.08% | 67 |
|