Westmount Partners’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 | $228K | Buy |
1,770
+2
| +0.1% | +$257 | 0.06% | 229 |
|
|
2025
Q1 | $206K | Hold |
1,768
| – | – | 0.06% | 232 |
|
|
2024
Q4 | $208K | Sell |
1,768
-227
| -11% | -$26.7K | 0.06% | 206 |
|
|
2024
Q3 | $238K | Hold |
1,995
| – | – | 0.07% | 198 |
|
|
2024
Q2 | $225K | Buy |
1,995
+16
| +0.8% | +$1.8K | 0.07% | 190 |
|
|
2024
Q1 | $218K | Buy |
+1,979
| New | +$218K | 0.08% | 191 |
|