Wescott Financial Advisory Group’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 | $5.37M | Buy |
41,765
+1,070
| +3% | +$138K | 0.51% | 32 |
|
|
2025
Q1 | $4.74M | Buy |
40,695
+2,213
| +6% | +$258K | 0.49% | 36 |
|
|
2024
Q4 | $4.52M | Buy |
38,482
+1,263
| +3% | +$148K | 0.47% | 35 |
|
|
2024
Q3 | $4.45M | Buy |
37,219
+2,538
| +7% | +$303K | 0.48% | 37 |
|
|
2024
Q2 | $3.9M | Buy |
34,681
+7,568
| +28% | +$851K | 0.45% | 40 |
|
|
2024
Q1 | $2.99M | Buy |
27,113
+3,871
| +17% | +$426K | 0.37% | 42 |
|
|
2023
Q4 | $2.37M | Buy |
23,242
+3,985
| +21% | +$406K | 0.33% | 47 |
|
|
2023
Q3 | $1.78M | Buy |
19,257
+973
| +5% | +$89.9K | 0.33% | 49 |
|
|
2023
Q2 | $1.75M | Buy |
18,284
+1,458
| +9% | +$140K | 0.31% | 51 |
|
|
2023
Q1 | $1.53M | Buy |
16,826
+1,805
| +12% | +$165K | 0.33% | 51 |
|
|
2022
Q4 | $1.28M | Buy |
15,021
+421
| +3% | +$35.7K | 0.27% | 54 |
|
|
2022
Q3 | $1.14M | Buy |
14,600
+300
| +2% | +$23.3K | 0.32% | 44 |
|
|
2022
Q2 | $1.2M | Buy |
14,300
+1,418
| +11% | +$119K | 0.33% | 48 |
|
|
2022
Q1 | $1.29M | Buy |
12,882
+2,056
| +19% | +$205K | 0.33% | 47 |
|
|
2021
Q4 | $1.15M | Buy |
10,826
+2,820
| +35% | +$298K | 0.59% | 22 |
|
|
2021
Q3 | $800K | Sell |
8,006
-411
| -5% | -$41.1K | 0.45% | 28 |
|
|
2021
Q2 | $860K | Buy |
8,417
+1,183
| +16% | +$121K | 0.51% | 26 |
|
|
2021
Q1 | $688K | Buy |
7,234
+1,910
| +36% | +$182K | 0.45% | 27 |
|
|
2020
Q4 | $483K | Buy |
+5,324
| New | +$483K | 0.34% | 31 |
|