BA
Ballew Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Hold |
6,016
| – | – | 0.46% | 49 |
|
|
2025
Q1 | $668K | Hold |
6,016
| – | – | 0.45% | 55 |
|
|
2024
Q4 | $700K | Buy |
6,016
+128
| +2% | +$14.9K | 0.45% | 54 |
|
|
2024
Q3 | $704K | Hold |
5,888
| – | – | 0.47% | 52 |
|
|
2024
Q2 | $683K | Hold |
5,888
| – | – | 0.45% | 56 |
|
|
2024
Q1 | $638K | Hold |
5,888
| – | – | 0.44% | 56 |
|
|
2023
Q4 | $592K | Hold |
5,888
| – | – | 0.44% | 55 |
|
|
2023
Q3 | $537K | Buy |
5,888
+40
| +0.7% | +$3.65K | 0.44% | 64 |
|
|
2023
Q2 | $560K | Hold |
5,848
| – | – | 0.4% | 62 |
|
|
2023
Q1 | $554K | Hold |
5,848
| – | – | 0.4% | 63 |
|
|
2022
Q4 | $522K | Buy |
+5,848
| New | +$522K | 0.4% | 58 |
|
|
2020
Q3 | – | Sell |
-3,577
| Closed | -$270K | – | 91 |
|
|
2020
Q2 | $270K | Sell |
3,577
-190
| -5% | -$14.3K | 0.27% | 70 |
|
|
2020
Q1 | $236K | Buy |
3,767
+386
| +11% | +$24.2K | 0.27% | 60 |
|
|
2019
Q4 | $271K | Sell |
3,381
-1
| -0% | -$80 | 0.23% | 79 |
|
|
2019
Q3 | $243K | Buy |
3,382
+88
| +3% | +$6.32K | 0.22% | 78 |
|
|
2019
Q2 | $247K | Sell |
3,294
-1,069
| -25% | -$80.2K | 0.22% | 80 |
|
|
2019
Q1 | $323K | Sell |
4,363
-100
| -2% | -$7.4K | 0.3% | 66 |
|
|
2018
Q4 | $308K | Sell |
4,463
-270
| -6% | -$18.6K | 0.29% | 67 |
|
|
2018
Q3 | $319K | Hold |
4,733
| – | – | 0.29% | 63 |
|
|
2018
Q2 | $337K | Buy |
4,733
+329
| +7% | +$23.4K | 0.38% | 58 |
|
|
2018
Q1 | $316K | Sell |
4,404
-45
| -1% | -$3.23K | 0.28% | 69 |
|
|
2017
Q4 | $321K | Buy |
+4,449
| New | +$321K | 0.32% | 69 |
|