UWM
USAdvisors Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.48M | Sell |
34,828
-426
| -1% | -$54.8K | 1.67% | 20 |
|
|
2025
Q1 | $4.1M | Sell |
35,254
-5,488
| -13% | -$639K | 1.43% | 19 |
|
|
2024
Q4 | $4.79M | Sell |
40,742
-2,213
| -5% | -$260K | 1.56% | 19 |
|
|
2024
Q3 | $5.14M | Sell |
42,955
-1,733
| -4% | -$207K | 1.8% | 12 |
|
|
2024
Q2 | $5.02M | Sell |
44,688
-2,366
| -5% | -$266K | 1.77% | 15 |
|
|
2024
Q1 | $5.18M | Sell |
47,054
-1,999
| -4% | -$220K | 1.96% | 16 |
|
|
2023
Q4 | $4.99M | Sell |
49,053
-4,155
| -8% | -$423K | 2.07% | 14 |
|
|
2023
Q3 | $4.91M | Buy |
53,208
+5,943
| +13% | +$549K | 2.19% | 15 |
|
|
2023
Q2 | $4.55M | Sell |
47,265
-10,585
| -18% | -$1.02M | 2.15% | 14 |
|
|
2023
Q1 | $5.27M | Sell |
57,850
-3,030
| -5% | -$276K | 2.51% | 10 |
|
|
2022
Q4 | $5.17M | Sell |
60,880
-877
| -1% | -$74.4K | 2.5% | 11 |
|
|
2022
Q3 | $4.81M | Sell |
61,757
-803
| -1% | -$62.5K | 2.46% | 12 |
|
|
2022
Q2 | $5.25M | Sell |
62,560
-6,370
| -9% | -$534K | 2.63% | 11 |
|
|
2022
Q1 | $6.88M | Sell |
68,930
-7,796
| -10% | -$778K | 2.94% | 8 |
|
|
2021
Q4 | $8.12M | Sell |
76,726
-4,080
| -5% | -$432K | 3.3% | 7 |
|
|
2021
Q3 | $8.07M | Buy |
80,806
+11,686
| +17% | +$1.17M | 3.5% | 5 |
|
|
2021
Q2 | $6.99M | Sell |
69,120
-8,516
| -11% | -$862K | 3.8% | 6 |
|
|
2021
Q1 | $7.39M | Buy |
77,636
+20,232
| +35% | +$1.93M | 3.57% | 5 |
|
|
2020
Q4 | $5.21M | Sell |
57,404
-7,379
| -11% | -$669K | 2.5% | 13 |
|
|
2020
Q3 | $5.16K | Buy |
64,783
+134
| +0.2% | +$11 | 0.8% | 15 |
|
|
2020
Q2 | $4.77M | Buy |
+64,649
| New | +$4.77M | 2.53% | 14 |
|