AFP
Ausdal Financial Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
92,676
-1,927
| -2% | -$248K | 0.8% | 23 |
|
|
2025
Q1 | $11M | Sell |
94,603
-6,304
| -6% | -$734K | 0.83% | 20 |
|
|
2024
Q4 | $11.9M | Sell |
100,907
-34
| -0% | -$4K | 1.02% | 16 |
|
|
2024
Q3 | $12.1M | Sell |
100,941
-103,194
| -51% | -$12.3M | 1.25% | 13 |
|
|
2024
Q2 | $22.9M | Sell |
204,135
-2,553
| -1% | -$287K | 2.45% | 3 |
|
|
2024
Q1 | $22.8M | Sell |
206,688
-91,840
| -31% | -$10.1M | 2.64% | 4 |
|
|
2023
Q4 | $30.4M | Sell |
298,528
-17,936
| -6% | -$1.83M | 3.76% | 2 |
|
|
2023
Q3 | $29.2M | Sell |
316,464
-11,939
| -4% | -$1.1M | 4.03% | 2 |
|
|
2023
Q2 | $31.5M | Sell |
328,403
-9,907
| -3% | -$950K | 4.28% | 2 |
|
|
2023
Q1 | $30.8M | Sell |
338,310
-3,879
| -1% | -$354K | 4.25% | 2 |
|
|
2022
Q4 | $29M | Buy |
342,189
+230,450
| +206% | +$19.6M | 4.22% | 2 |
|
|
2022
Q3 | $8.7M | Sell |
111,739
-19,744
| -15% | -$1.54M | 1.37% | 9 |
|
|
2022
Q2 | $11M | Buy |
131,483
+91,863
| +232% | +$7.71M | 1.66% | 6 |
|
|
2022
Q1 | $3.95M | Buy |
39,620
+1,277
| +3% | +$127K | 0.54% | 42 |
|
|
2021
Q4 | $4.06M | Sell |
38,343
-1,469
| -4% | -$155K | 0.54% | 39 |
|
|
2021
Q3 | $3.98M | Sell |
39,812
-202
| -0.5% | -$20.2K | 0.59% | 33 |
|
|
2021
Q2 | $4.05M | Buy |
40,014
+4,867
| +14% | +$492K | 0.61% | 37 |
|
|
2021
Q1 | $3.34M | Sell |
35,147
-1,561
| -4% | -$149K | 0.56% | 42 |
|
|
2020
Q4 | $3.33M | Sell |
36,708
-532
| -1% | -$48.3K | 0.65% | 35 |
|
|
2020
Q3 | $2.98M | Sell |
37,240
-87
| -0.2% | -$6.95K | 0.72% | 34 |
|
|
2020
Q2 | $2.75M | Buy |
37,327
+374
| +1% | +$27.6K | 0.91% | 28 |
|
|
2020
Q1 | $2.47M | Sell |
36,953
-61,495
| -62% | -$4.11M | 0.87% | 29 |
|
|
2019
Q4 | $7.83M | Sell |
98,448
-103,105
| -51% | -$8.2M | 2.32% | 4 |
|
|
2019
Q3 | $14.9M | Buy |
201,553
+4,838
| +2% | +$357K | 5.26% | 1 |
|
|
2019
Q2 | $14.6M | Buy |
196,715
+11,438
| +6% | +$852K | 5.62% | 1 |
|
|
2019
Q1 | $13.4M | Buy |
185,277
+2,163
| +1% | +$156K | 5.44% | 1 |
|
|
2018
Q4 | $11.7M | Buy |
183,114
+153,267
| +514% | +$9.83M | 5.74% | 1 |
|
|
2018
Q3 | $2.22M | Buy |
29,847
+173
| +0.6% | +$12.8K | 0.62% | 33 |
|
|
2018
Q2 | $2.11M | Buy |
29,674
+21,290
| +254% | +$1.51M | 0.65% | 26 |
|
|
2018
Q1 | $601K | Sell |
8,384
-30,685
| -79% | -$2.2M | 0.21% | 145 |
|
|
2017
Q4 | $2.82M | Buy |
39,069
+11,546
| +42% | +$832K | 1.01% | 11 |
|
|
2017
Q3 | $1.89M | Buy |
27,523
+12,280
| +81% | +$845K | 0.75% | 25 |
|
|
2017
Q2 | $998K | Buy |
15,243
+9,314
| +157% | +$610K | 0.43% | 62 |
|
|
2017
Q1 | $375K | Buy |
+5,929
| New | +$375K | 0.17% | 160 |
|