WAS
Winch Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3K | Buy |
181
+1
| +0.6% | +$129 | 0.01% | 224 |
|
|
2025
Q1 | $20.9K | Hold |
180
| – | – | 0.01% | 223 |
|
|
2024
Q4 | $21.1K | Buy |
180
+2
| +1% | +$235 | 0.01% | 222 |
|
|
2024
Q3 | $21.3K | Hold |
178
| – | – | 0.01% | 215 |
|
|
2024
Q2 | $20K | Buy |
178
+1
| +0.6% | +$113 | 0.01% | 214 |
|
|
2024
Q1 | $19.5K | Hold |
177
| – | – | 0.01% | 213 |
|
|
2023
Q4 | $18K | Buy |
177
+2
| +1% | +$203 | 0.01% | 213 |
|
|
2023
Q3 | $16K | Sell |
175
-12
| -6% | -$1.1K | 0.01% | 213 |
|
|
2023
Q2 | $18K | Sell |
187
-25
| -12% | -$2.41K | 0.01% | 201 |
|
|
2023
Q1 | $19K | Hold |
212
| – | – | 0.01% | 193 |
|
|
2022
Q4 | $18K | Buy |
212
+2
| +1% | +$170 | 0.01% | 192 |
|
|
2022
Q3 | $16K | Hold |
210
| – | – | 0.01% | 183 |
|
|
2022
Q2 | $18K | Buy |
210
+113
| +116% | +$9.69K | 0.01% | 183 |
|
|
2022
Q1 | $10K | Hold |
97
| – | – | ﹤0.01% | 251 |
|
|
2021
Q4 | $10K | Buy |
97
+1
| +1% | +$103 | ﹤0.01% | 260 |
|
|
2021
Q3 | $10K | Hold |
96
| – | – | ﹤0.01% | 268 |
|
|
2021
Q2 | $10K | Hold |
96
| – | – | ﹤0.01% | 262 |
|
|
2021
Q1 | $9K | Buy |
96
+2
| +2% | +$188 | ﹤0.01% | 253 |
|
|
2020
Q4 | $9K | Buy |
94
+2
| +2% | +$191 | ﹤0.01% | 236 |
|
|
2020
Q3 | $7K | Buy |
92
+2
| +2% | +$152 | ﹤0.01% | 237 |
|
|
2020
Q2 | $7K | Buy |
90
+58
| +181% | +$4.51K | ﹤0.01% | 226 |
|
|
2020
Q1 | $2K | Sell |
32
-40
| -56% | -$2.5K | ﹤0.01% | 268 |
|
|
2019
Q4 | $6K | Sell |
72
-173
| -71% | -$14.4K | ﹤0.01% | 239 |
|
|
2019
Q3 | $18K | Sell |
245
-64,802
| -100% | -$4.76M | 0.01% | 146 |
|
|
2019
Q2 | $4.8M | Buy |
65,047
+1,436
| +2% | +$106K | 2.5% | 12 |
|
|
2019
Q1 | $4.59M | Buy |
63,611
+63,455
| +40,676% | +$4.58M | 2.54% | 9 |
|
|
2018
Q4 | $10K | Sell |
156
-67,587
| -100% | -$4.33M | 0.01% | 173 |
|
|
2018
Q3 | $5.03M | Sell |
67,743
-445
| -0.7% | -$33K | 2.53% | 14 |
|
|
2018
Q2 | $4.85M | Sell |
68,188
-3,643
| -5% | -$259K | 2.61% | 12 |
|
|
2018
Q1 | $5.15M | Buy |
71,831
+71,023
| +8,790% | +$5.09M | 3.02% | 9 |
|
|
2017
Q4 | $58K | Buy |
808
+399
| +98% | +$28.6K | 0.03% | 93 |
|
|
2017
Q3 | $28K | Hold |
409
| – | – | 0.02% | 120 |
|
|
2017
Q2 | $27K | Buy |
409
+4
| +1% | +$264 | 0.02% | 142 |
|
|
2017
Q1 | $26K | Hold |
405
| – | – | 0.02% | 134 |
|
|
2016
Q4 | $24K | Buy |
405
+4
| +1% | +$237 | 0.02% | 119 |
|
|
2016
Q3 | $24K | Hold |
401
| – | – | 0.02% | 111 |
|
|
2016
Q2 | $23K | Buy |
401
+5
| +1% | +$287 | 0.03% | 100 |
|
|
2016
Q1 | $22K | Hold |
396
| – | – | 0.04% | 71 |
|
|
2015
Q4 | $22K | Buy |
396
+5
| +1% | +$278 | 0.02% | 78 |
|
|
2015
Q3 | $21K | Buy |
391
+5
| +1% | +$269 | 0.03% | 80 |
|
|
2015
Q2 | $23K | Hold |
386
| – | – | 0.01% | 138 |
|
|
2015
Q1 | $23K | Buy |
+386
| New | +$23K | 0.01% | 110 |
|
|
2014
Q4 | – | Sell |
-383
| Closed | -$23K | – | 40 |
|
|
2014
Q3 | $23K | Buy |
383
+5
| +1% | +$300 | 0.01% | 98 |
|
|
2014
Q2 | $23K | Hold |
378
| – | – | 0.01% | 120 |
|
|
2014
Q1 | $22K | Buy |
+378
| New | +$22K | 0.01% | 131 |
|