Wescott Financial Advisory Group’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
Q3 | $5.89M | Buy |
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|
2025
Q2 | $5.37M | Buy |
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|
2025
Q1 | $4.74M | Buy |
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|
2024
Q4 | $4.52M | Buy |
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|
2024
Q3 | $4.45M | Buy |
|
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|
2024
Q2 | $3.9M | Buy |
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|
2024
Q1 | $2.99M | Buy |
|
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|
2023
Q4 | $2.37M | Buy |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.75M | Buy |
|
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|
2023
Q1 | $1.53M | Buy |
|
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $1.2M | Buy |
|
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $800K | Sell |
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|
2021
Q2 | $860K | Buy |
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|
2021
Q1 | $688K | Buy |
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|
2020
Q4 | $483K | Buy |
|