Ballew 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 | $828K | Hold |
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|
2025
Q2 | $781K | Hold |
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|
2025
Q1 | $668K | Hold |
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|
2024
Q4 | $700K | Buy |
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|
2024
Q3 | $704K | Hold |
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|
2024
Q2 | $683K | Hold |
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|
2024
Q1 | $638K | Hold |
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|
2023
Q4 | $592K | Hold |
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|
2023
Q3 | $537K | Buy |
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|
2023
Q2 | $560K | Hold |
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|
2023
Q1 | $554K | Hold |
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|
2022
Q4 | $522K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $270K | Sell |
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|
2020
Q1 | $236K | Buy |
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|
2019
Q4 | $271K | Sell |
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|
2019
Q3 | $243K | Buy |
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|
2019
Q2 | $247K | Sell |
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|
2019
Q1 | $323K | Sell |
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|
2018
Q4 | $308K | Sell |
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|
2018
Q3 | $319K | Hold |
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|
2018
Q2 | $337K | Buy |
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|
2018
Q1 | $316K | Sell |
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|
2017
Q4 | $321K | Buy |
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