Ameritas Advisory Services’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 | $714K | Sell |
5,554
-17,147
| -76% | -$2.2M | 0.04% | 424 |
|
|
2025
Q1 | $2.66M | Sell |
22,701
-3,328
| -13% | -$390K | 0.11% | 185 |
|
|
2024
Q4 | $3.06M | Buy |
26,029
+9,016
| +53% | +$1.06M | 0.11% | 180 |
|
|
2024
Q3 | $2.03M | Sell |
17,013
-4,715
| -22% | -$564K | 0.09% | 228 |
|
|
2024
Q2 | $2.44M | Buy |
21,728
+122
| +0.6% | +$13.7K | 0.09% | 215 |
|
|
2024
Q1 | $2.34M | Buy |
21,606
+13,617
| +170% | +$1.48M | 0.1% | 207 |
|
|
2023
Q4 | $833K | Sell |
7,989
-12,911
| -62% | -$1.35M | 0.05% | 326 |
|
|
2023
Q3 | $1.93M | Buy |
20,900
+10,385
| +99% | +$959K | 0.1% | 206 |
|
|
2023
Q2 | $996K | Sell |
10,515
-9,026
| -46% | -$855K | 0.13% | 179 |
|
|
2023
Q1 | $1.79M | Sell |
19,541
-4,492
| -19% | -$412K | 0.09% | 213 |
|
|
2022
Q4 | $2.04M | Buy |
24,033
+6,006
| +33% | +$510K | 0.09% | 217 |
|
|
2022
Q3 | $1.4M | Buy |
18,027
+1,061
| +6% | +$82.6K | 0.08% | 231 |
|
|
2022
Q2 | $1.42M | Buy |
16,966
+105
| +0.6% | +$8.81K | 0.08% | 236 |
|
|
2022
Q1 | $1.68M | Sell |
16,861
-120
| -0.7% | -$12K | 0.06% | 239 |
|
|
2021
Q4 | $1.8M | Buy |
+16,981
| New | +$1.8M | 0.07% | 240 |
|