Wealth Advisory Solutions’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-61,456
| Closed | -$6.13M | – | 147 |
|
|
2022
Q1 | $6.13M | Buy |
+61,456
| New | +$6.13M | 1.28% | 21 |
|
|
2021
Q3 | $4.77M | Buy |
47,743
+1,883
| +4% | +$188K | 1.06% | 31 |
|
|
2021
Q2 | $4.64M | Buy |
45,860
+789
| +2% | +$79.8K | 1.1% | 33 |
|
|
2021
Q1 | $4K | Buy |
45,071
+4,982
| +12% | +$442 | ﹤0.01% | 87 |
|
|
2020
Q4 | $3.64M | Sell |
40,089
-6,798
| -14% | -$617K | 0.99% | 35 |
|
|
2020
Q3 | $3.75M | Buy |
46,887
+291
| +0.6% | +$23.3K | 0.99% | 32 |
|
|
2020
Q2 | $3.44M | Buy |
46,596
+2,512
| +6% | +$185K | 0.96% | 34 |
|
|
2020
Q1 | $2.76M | Buy |
44,084
+9,260
| +27% | +$579K | 0.94% | 35 |
|
|
2019
Q4 | $2.76M | Buy |
+34,824
| New | +$2.76M | 0.73% | 45 |
|