WA
Wealth Architects’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Sell |
7,142
-552
| -7% | -$71K | 0.09% | 100 |
|
|
2025
Q1 | $896K | Hold |
7,694
| – | – | 0.1% | 102 |
|
|
2024
Q4 | $904K | Hold |
7,694
| – | – | 0.1% | 87 |
|
|
2024
Q3 | $920K | Sell |
7,694
-46
| -0.6% | -$5.5K | 0.1% | 83 |
|
|
2024
Q2 | $870K | Hold |
7,740
| – | – | 0.11% | 85 |
|
|
2024
Q1 | $852K | Hold |
7,740
| – | – | 0.11% | 85 |
|
|
2023
Q4 | $788K | Hold |
7,740
| – | – | 0.11% | 82 |
|
|
2023
Q3 | $715K | Hold |
7,740
| – | – | 0.12% | 84 |
|
|
2023
Q2 | $743K | Buy |
7,740
+9
| +0.1% | +$863 | 0.12% | 78 |
|
|
2023
Q1 | $705K | Sell |
7,731
-97
| -1% | -$8.84K | 0.12% | 76 |
|
|
2022
Q4 | $664K | Buy |
7,828
+921
| +13% | +$78.2K | 0.13% | 77 |
|
|
2022
Q3 | $538K | Sell |
6,907
-134
| -2% | -$10.4K | 0.11% | 81 |
|
|
2022
Q2 | $591K | Hold |
7,041
| – | – | 0.12% | 84 |
|
|
2022
Q1 | $703K | Sell |
7,041
-77
| -1% | -$7.69K | 0.12% | 79 |
|
|
2021
Q4 | $753K | Buy |
7,118
+9
| +0.1% | +$952 | 0.13% | 73 |
|
|
2021
Q3 | $710K | Buy |
7,109
+2
| +0% | +$200 | 0.14% | 70 |
|
|
2021
Q2 | $719K | Hold |
7,107
| – | – | 0.14% | 66 |
|
|
2021
Q1 | $676K | Buy |
7,107
+23
| +0.3% | +$2.19K | 0.15% | 62 |
|
|
2020
Q4 | $643K | Sell |
7,084
-565
| -7% | -$51.3K | 0.15% | 63 |
|
|
2020
Q3 | $611K | Hold |
7,649
| – | – | 0.17% | 59 |
|
|
2020
Q2 | $564K | Buy |
7,649
+1,287
| +20% | +$94.9K | 0.16% | 62 |
|
|
2020
Q1 | $398K | Buy |
6,362
+3,237
| +104% | +$203K | 0.14% | 77 |
|
|
2019
Q4 | $248K | Sell |
3,125
-69
| -2% | -$5.48K | 0.07% | 112 |
|
|
2019
Q3 | $236K | Sell |
3,194
-596
| -16% | -$44K | 0.07% | 112 |
|
|
2019
Q2 | $279K | Buy |
3,790
+82
| +2% | +$6.04K | 0.08% | 102 |
|
|
2019
Q1 | $268K | Buy |
3,708
+4
| +0.1% | +$289 | 0.08% | 102 |
|
|
2018
Q4 | $238K | Buy |
+3,704
| New | +$238K | 0.09% | 103 |
|