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Wealthcare Advisory Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wealthcare Advisory Partners’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Buy
+1,374
New +$210K ﹤0.01% 1016
2024
Q3 		– Sell
-1,848
Closed -$208K – 873
2024
Q2 		$208K Buy
+1,848
New +$203K 0.01% 780
2024
Q1 		– Sell
-4,281
Closed -$436K – 799
2023
Q4 		$436K Sell
4,281
-486
-10% -$46.5K 0.02% 509
2023
Q3 		$440K Sell
4,767
-625
-12% -$60K 0.02% 464
2023
Q2 		$517K Sell
5,392
-569
-10% -$52.8K 0.02% 441
2023
Q1 		$543K Buy
5,961
+1,657
+38% +$148K 0.02% 435
2022
Q4 		$365K Buy
+4,304
New +$362K 0.02% 491
2021
Q2 		– Sell
-307
Closed -$29K – 563
2021
Q1 		$29K Buy
+307
New +$28.8K ﹤0.01% 1069
2020
Q2 		– Sell
-196
Closed -$12K – 329
2020
Q1 		$12K Buy
196
+103
+111% +$7.63K ﹤0.01% 863
2019
Q4 		$7K Sell
93
-130
-58% -$9.94K ﹤0.01% 1020
2019
Q3 		$16K Buy
223
+130
+140% +$9.53K ﹤0.01% 801
2019
Q2 		$7K Hold
93
– – ﹤0.01% 973
2019
Q1 		$7K Hold
93
– – ﹤0.01% 885
2018
Q4 		$6K Hold
93
– – ﹤0.01% 882
2018
Q3 		$7K Hold
93
– – ﹤0.01% 920
2018
Q2 		$7K Hold
93
– – ﹤0.01% 913
2018
Q1 		$7K Hold
93
– – ﹤0.01% 784
2017
Q4 		$7K Hold
93
– – ﹤0.01% 730
2017
Q3 		$6K Buy
+93
New +$6.25K ﹤0.01% 612

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PFA
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ST
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TCK
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CI
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MKW
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FEG
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PA
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SW
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