Total Clarity Wealth Management’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 | $328K | Hold |
2,550
| – | – | 0.09% | 213 |
|
|
2025
Q1 | $300K | Hold |
2,550
| – | – | 0.1% | 195 |
|
|
2024
Q4 | $300K | Hold |
2,550
| – | – | 0.1% | 196 |
|
|
2024
Q3 | $305K | Hold |
2,550
| – | – | 0.1% | 194 |
|
|
2024
Q2 | $287K | Hold |
2,550
| – | – | 0.1% | 193 |
|
|
2024
Q1 | $281K | Hold |
2,550
| – | – | 0.1% | 207 |
|
|
2023
Q4 | $260K | Sell |
2,550
-210
| -8% | -$21.4K | 0.11% | 196 |
|
|
2023
Q3 | $255K | Sell |
2,760
-50
| -2% | -$4.62K | 0.12% | 179 |
|
|
2023
Q2 | $270K | Hold |
2,810
| – | – | 0.13% | 166 |
|
|
2023
Q1 | $256K | Sell |
2,810
-2,523
| -47% | -$230K | 0.14% | 143 |
|
|
2022
Q4 | $453K | Hold |
5,333
| – | – | 0.23% | 110 |
|
|
2022
Q3 | $415K | Hold |
5,333
| – | – | 0.26% | 112 |
|
|
2022
Q2 | $447K | Buy |
5,333
+760
| +17% | +$63.7K | 0.23% | 103 |
|
|
2022
Q1 | $456K | Hold |
4,573
| – | – | 0.25% | 107 |
|
|
2021
Q4 | $484K | Hold |
4,573
| – | – | 0.22% | 106 |
|
|
2021
Q3 | $457K | Hold |
4,573
| – | – | 0.22% | 113 |
|
|
2021
Q2 | $463K | Hold |
4,573
| – | – | 0.26% | 109 |
|
|
2021
Q1 | $435K | Buy |
4,573
+33
| +0.7% | +$3.14K | 0.25% | 99 |
|
|
2020
Q4 | $412K | Hold |
4,540
| – | – | 0.29% | 90 |
|
|
2020
Q3 | $363K | Buy |
4,540
+520
| +13% | +$41.6K | 0.32% | 84 |
|
|
2020
Q2 | $296K | Hold |
4,020
| – | – | 0.27% | 97 |
|
|
2020
Q1 | $252K | Hold |
4,020
| – | – | 0.39% | 85 |
|
|
2019
Q4 | $319K | Buy |
+4,020
| New | +$319K | 0.24% | 88 |
|