Avidian Wealth Enterprises’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
Q2 | $2.32M | Buy |
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|
2025
Q1 | $2.07M | Sell |
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|
2024
Q4 | $2.12M | Buy |
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|
2024
Q3 | $2.12M | Sell |
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|
2024
Q2 | $2.05M | Buy |
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|
2024
Q1 | $1.96M | Sell |
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|
2023
Q4 | $3.43M | Buy |
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|
2023
Q3 | $1.64M | Sell |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.68M | Buy |
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|
2021
Q3 | $1.51M | Buy |
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|
2021
Q2 | $1.52M | Sell |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $11M | Sell |
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|
2020
Q3 | $11.7M | Buy |
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|
2020
Q2 | $918K | Buy |
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|
2020
Q1 | $738K | Buy |
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|
2019
Q4 | $229K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $491K | Buy |
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