WAG
Windsor Advisory Group’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
+2,083
| New | +$268K | 0.38% | 32 |
|
|
2024
Q4 | – | Sell |
-180
| Closed | -$21.5K | – | 82 |
|
|
2024
Q3 | $21.5K | Buy |
+180
| New | +$21.5K | 0.02% | 72 |
|
|
2024
Q2 | – | Sell |
-178
| Closed | -$19.6K | – | 51 |
|
|
2024
Q1 | $19.6K | Hold |
178
| – | – | 0.06% | 43 |
|
|
2023
Q4 | $18.2K | Buy |
178
+1
| +0.6% | +$102 | 0.05% | 49 |
|
|
2023
Q3 | $16.3K | Buy |
+177
| New | +$16.3K | 0.04% | 55 |
|