Wellspring Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $1.12M | Hold |
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|
2024
Q3 | $1.13M | Hold |
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|
2024
Q2 | $1.07M | Hold |
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|
2024
Q1 | $1.05M | Hold |
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|
2023
Q4 | $966K | Hold |
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|
2023
Q3 | $877K | Hold |
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|
2023
Q2 | $911K | Hold |
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|
2023
Q1 | $865K | Hold |
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|
2022
Q4 | $806K | Hold |
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|
2022
Q3 | $739K | Hold |
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|
2022
Q2 | $796K | Hold |
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|
2022
Q1 | $947K | Hold |
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|
2021
Q4 | $1M | Hold |
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|
2021
Q3 | $948K | Hold |
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|
2021
Q2 | $960K | Hold |
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|
2021
Q1 | $594K | Hold |
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|
2020
Q4 | $861K | Hold |
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|
2020
Q3 | $759K | Hold |
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|
2020
Q2 | $700K | Hold |
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|
2020
Q1 | $594K | Buy |
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