Wolf Group Capital Advisors’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
Q1 | $2.04M | Sell |
17,552
-6,307
| -26% | -$734K | 0.69% | 44 |
|
|
2024
Q4 | $2.29M | Hold |
23,859
| – | – | 1.11% | 28 |
|
|
2024
Q3 | $2.29M | Buy |
23,859
+6,144
| +35% | +$589K | 1.09% | 29 |
|
|
2024
Q2 | $1.99M | Sell |
17,715
-6,144
| -26% | -$691K | 0.78% | 42 |
|
|
2024
Q1 | $2.29M | Hold |
23,859
| – | – | 1.09% | 29 |
|
|
2023
Q4 | $2.29M | Buy |
23,859
+1,262
| +6% | +$121K | 1.09% | 29 |
|
|
2023
Q3 | $2.09M | Sell |
22,597
-1,259
| -5% | -$116K | 0.99% | 33 |
|
|
2023
Q2 | $2.21M | Sell |
23,856
-1,452
| -6% | -$135K | 1.1% | 28 |
|
|
2023
Q1 | $2.31M | Sell |
25,308
-1,450
| -5% | -$132K | 1.15% | 29 |
|
|
2022
Q4 | $2.27M | Sell |
26,758
-16,808
| -39% | -$1.43M | 1.07% | 31 |
|
|
2022
Q3 | $3.39M | Buy |
43,566
+1,287
| +3% | +$100K | 1.86% | 11 |
|
|
2022
Q2 | $3.55M | Buy |
+42,279
| New | +$3.55M | 1.84% | 13 |
|