WPA
West Paces 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 | $14.3K | Sell |
111
-61
| -35% | -$7.86K | ﹤0.01% | 190 |
|
|
2025
Q1 | $20K | Buy |
172
+61
| +55% | +$7.11K | ﹤0.01% | 299 |
|
|
2024
Q4 | $13.1K | Hold |
111
| – | – | ﹤0.01% | 328 |
|
|
2024
Q3 | $13.3K | Hold |
111
| – | – | ﹤0.01% | 327 |
|
|
2024
Q2 | $12.5K | Sell |
111
-64,216
| -100% | -$7.23M | ﹤0.01% | 330 |
|
|
2024
Q1 | $7.08M | Hold |
64,327
| – | – | 1.87% | 11 |
|
|
2023
Q4 | $6.55M | Hold |
64,327
| – | – | 1.84% | 11 |
|
|
2023
Q3 | $5.94M | Hold |
64,327
| – | – | 1.86% | 11 |
|
|
2023
Q2 | $6.17M | Hold |
64,327
| – | – | 1.82% | 11 |
|
|
2023
Q1 | $5.86M | Hold |
64,327
| – | – | 1.82% | 10 |
|
|
2022
Q4 | $5.46M | Buy |
64,327
+2,800
| +5% | +$238K | 1.74% | 11 |
|
|
2022
Q3 | $4.79M | Hold |
61,527
| – | – | 1.7% | 11 |
|
|
2022
Q2 | $5.16M | Hold |
61,527
| – | – | 1.76% | 9 |
|
|
2022
Q1 | $6.14M | Hold |
61,527
| – | – | 1.91% | 10 |
|
|
2021
Q4 | $6.51M | Hold |
61,527
| – | – | 2.03% | 9 |
|
|
2021
Q3 | $6.15M | Hold |
61,527
| – | – | 2.16% | 9 |
|
|
2021
Q2 | $6.23M | Sell |
61,527
-5,984
| -9% | -$606K | 2.29% | 8 |
|
|
2021
Q1 | $6.42M | Hold |
67,511
| – | – | 2.58% | 8 |
|
|
2020
Q4 | $6.12M | Buy |
67,511
+1,600
| +2% | +$145K | 2.73% | 8 |
|
|
2020
Q3 | $5.27M | Buy |
65,911
+1,600
| +2% | +$128K | 2.69% | 8 |
|
|
2020
Q2 | $4.74M | Hold |
64,311
| – | – | 2.56% | 8 |
|
|
2020
Q1 | $4.02M | Sell |
64,311
-4,300
| -6% | -$269K | 2.55% | 9 |
|
|
2019
Q4 | $5.44M | Buy |
68,611
+1
| +0% | +$79 | 2.96% | 7 |
|
|
2019
Q3 | $5.06M | Buy |
68,610
+5,300
| +8% | +$391K | 3.02% | 7 |
|
|
2019
Q2 | $4.67M | Hold |
63,310
| – | – | 2.91% | 7 |
|
|
2019
Q1 | $4.57M | Buy |
63,310
+5,710
| +10% | +$412K | 3.2% | 6 |
|
|
2018
Q4 | $3.7M | Hold |
57,600
| – | – | 2.85% | 6 |
|
|
2018
Q3 | $4.28M | Sell |
57,600
-100
| -0.2% | -$7.43K | 3.08% | 6 |
|
|
2018
Q2 | $4.1M | Hold |
57,700
| – | – | 3.07% | 6 |
|
|
2018
Q1 | $4.14M | Buy |
57,700
+3,700
| +7% | +$265K | 3.08% | 6 |
|
|
2017
Q4 | $3.89M | Buy |
54,000
+1,700
| +3% | +$123K | 2.88% | 7 |
|
|
2017
Q3 | $3.6M | Buy |
+52,300
| New | +$3.6M | 2.71% | 7 |
|