Visionary Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+1,568
| New | +$202K | 0.01% | 556 |
|
|
2024
Q3 | – | Sell |
-2,118
| Closed | -$238K | – | 534 |
|
|
2024
Q2 | $238K | Sell |
2,118
-71
| -3% | -$7.98K | 0.02% | 457 |
|
|
2024
Q1 | $241K | Hold |
2,189
| – | – | 0.02% | 442 |
|
|
2023
Q4 | $223K | Sell |
2,189
-72
| -3% | -$7.33K | 0.02% | 447 |
|
|
2023
Q3 | $209K | Hold |
2,261
| – | – | 0.02% | 420 |
|
|
2023
Q2 | $217K | Buy |
2,261
+4
| +0.2% | +$384 | 0.02% | 421 |
|
|
2023
Q1 | $206K | Buy |
+2,257
| New | +$206K | 0.02% | 421 |
|