WFA
Wellspring Financial 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 | $1.22M | Sell |
9,492
-80
| -0.8% | -$10.3K | 0.12% | 59 |
|
|
2025
Q1 | $1.11M | Buy |
9,572
+80
| +0.8% | +$9.31K | 0.12% | 54 |
|
|
2024
Q4 | $1.12M | Hold |
9,492
| – | – | 0.12% | 56 |
|
|
2024
Q3 | $1.13M | Hold |
9,492
| – | – | 0.14% | 53 |
|
|
2024
Q2 | $1.07M | Hold |
9,492
| – | – | 0.15% | 56 |
|
|
2024
Q1 | $1.05M | Hold |
9,492
| – | – | 0.17% | 51 |
|
|
2023
Q4 | $966K | Hold |
9,492
| – | – | 0.24% | 53 |
|
|
2023
Q3 | $877K | Hold |
9,492
| – | – | 0.26% | 52 |
|
|
2023
Q2 | $911K | Hold |
9,492
| – | – | 0.26% | 48 |
|
|
2023
Q1 | $865K | Hold |
9,492
| – | – | 0.26% | 52 |
|
|
2022
Q4 | $806K | Hold |
9,492
| – | – | 0.27% | 50 |
|
|
2022
Q3 | $739K | Hold |
9,492
| – | – | 0.27% | 44 |
|
|
2022
Q2 | $796K | Hold |
9,492
| – | – | 0.28% | 41 |
|
|
2022
Q1 | $947K | Hold |
9,492
| – | – | 0.28% | 42 |
|
|
2021
Q4 | $1M | Hold |
9,492
| – | – | 0.28% | 42 |
|
|
2021
Q3 | $948K | Hold |
9,492
| – | – | 0.29% | 42 |
|
|
2021
Q2 | $960K | Hold |
9,492
| – | – | 0.3% | 42 |
|
|
2021
Q1 | $594K | Hold |
9,492
| – | – | 0.29% | 39 |
|
|
2020
Q4 | $861K | Hold |
9,492
| – | – | 0.3% | 40 |
|
|
2020
Q3 | $759K | Hold |
9,492
| – | – | 0.3% | 41 |
|
|
2020
Q2 | $700K | Hold |
9,492
| – | – | 0.29% | 42 |
|
|
2020
Q1 | $594K | Buy |
+9,492
| New | +$594K | 0.29% | 39 |
|