UW
Unique Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
93,044
+12,457
| +15% | +$1.6M | 1.93% | 13 |
|
|
2025
Q1 | $9.38M | Sell |
80,587
-4,324
| -5% | -$503K | 1.77% | 13 |
|
|
2024
Q4 | $9.98M | Buy |
84,911
+35,088
| +70% | +$4.12M | 2.08% | 10 |
|
|
2024
Q3 | $5.96M | Buy |
49,823
+18,005
| +57% | +$2.15M | 1.36% | 13 |
|
|
2024
Q2 | $3.58M | Buy |
31,818
+16,912
| +113% | +$1.9M | 0.94% | 25 |
|
|
2024
Q1 | $1.64M | Buy |
+14,906
| New | +$1.64M | 0.46% | 33 |
|