Venturi 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
Q1 | – | Sell |
-106
| Closed | -$12.5K | – | 566 |
|
|
2024
Q4 | $12.5K | Hold |
106
| – | – | ﹤0.01% | 1375 |
|
|
2024
Q3 | $12.7K | Hold |
106
| – | – | ﹤0.01% | 1134 |
|
|
2024
Q2 | $11.9K | Hold |
106
| – | – | ﹤0.01% | 1063 |
|
|
2024
Q1 | $11.7K | Hold |
106
| – | – | ﹤0.01% | 890 |
|
|
2023
Q4 | $10.8K | Buy |
+106
| New | +$10.8K | ﹤0.01% | 863 |
|
|
2023
Q2 | – | Sell |
-137
| Closed | -$12.5K | – | 1161 |
|
|
2023
Q1 | $12.5K | Buy |
+137
| New | +$12.5K | ﹤0.01% | 682 |
|