Capital Investment 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 | $768K | Sell |
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|
2025
Q2 | $773K | Sell |
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|
2025
Q1 | $702K | Sell |
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|
2024
Q4 | $717K | Sell |
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|
2024
Q3 | $778K | Sell |
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|
2024
Q2 | $742K | Sell |
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|
2024
Q1 | $837K | Sell |
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|
2023
Q4 | $819K | Sell |
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|
2023
Q3 | $813K | Sell |
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|
2023
Q2 | $859K | Buy |
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|
2023
Q1 | $813K | Sell |
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|
2022
Q4 | $929K | Buy |
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|
2022
Q3 | $698K | Sell |
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|
2022
Q2 | $775K | Buy |
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|
2022
Q1 | $921K | Sell |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $995K | Sell |
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|
2020
Q4 | $978K | Sell |
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|
2020
Q3 | $871K | Hold |
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|
2020
Q2 | $804K | Sell |
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|
2020
Q1 | $693K | Hold |
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|
2019
Q4 | $877K | Buy |
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|
2019
Q3 | $816K | Hold |
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|
2019
Q2 | $816K | Buy |
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|
2019
Q1 | $798K | Sell |
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|
2018
Q4 | $771K | Sell |
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|
2018
Q3 | $903K | Buy |
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|
2018
Q2 | $841K | Sell |
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|
2018
Q1 | $898K | Buy |
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|
2017
Q4 | $890K | Buy |
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|
2017
Q3 | $692K | Buy |
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|
2017
Q2 | $650K | Buy |
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|
2017
Q1 | $523K | Buy |
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|
2016
Q4 | $396K | Buy |
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|
2016
Q3 | $247K | Buy |
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