Weil Company’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
Q2 | $296K | Hold |
2,298
| – | – | 0.08% | 95 |
|
|
2025
Q1 | $267K | Sell |
2,298
-347
| -13% | -$40.4K | 0.08% | 90 |
|
|
2024
Q4 | $311K | Hold |
2,645
| – | – | 0.11% | 92 |
|
|
2024
Q3 | $316K | Hold |
2,645
| – | – | 0.1% | 128 |
|
|
2024
Q2 | $297K | Hold |
2,645
| – | – | 0.11% | 125 |
|
|
2024
Q1 | $291K | Sell |
2,645
-245
| -8% | -$27K | 0.12% | 125 |
|
|
2023
Q4 | $294K | Sell |
2,890
-254
| -8% | -$25.9K | 0.13% | 112 |
|
|
2023
Q3 | $290K | Hold |
3,144
| – | – | 0.14% | 105 |
|
|
2023
Q2 | $302K | Sell |
3,144
-710
| -18% | -$68.1K | 0.13% | 117 |
|
|
2023
Q1 | $351K | Sell |
3,854
-16,682
| -81% | -$1.52M | 0.16% | 102 |
|
|
2022
Q4 | $1.74M | Buy |
+20,536
| New | +$1.74M | 0.79% | 37 |
|