Aptus Capital Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $459K | Buy |
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|
2025
Q2 | $421K | Buy |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $336K | Buy |
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|
2024
Q3 | $337K | Buy |
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|
2024
Q2 | $6.86K | Buy |
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|
2024
Q1 | $3.3K | Sell |
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|
2023
Q4 | $3.66K | Buy |
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|
2023
Q3 | $2.68K | Hold |
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|
2023
Q2 | $2.78K | Buy |
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|
2023
Q1 | $91 | Sell |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $99K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $82K | Buy |
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