Capital Investment Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Hold |
11,187
| – | – | 0.12% | 179 |
|
|
2025
Q1 | $1.3M | Sell |
11,187
-93
| -0.8% | -$10.8K | 0.12% | 180 |
|
|
2024
Q4 | $1.33M | Sell |
11,280
-4,059
| -26% | -$477K | 0.13% | 161 |
|
|
2024
Q3 | $1.83M | Hold |
15,339
| – | – | 0.17% | 133 |
|
|
2024
Q2 | $1.72M | Sell |
15,339
-128
| -0.8% | -$14.4K | 0.18% | 123 |
|
|
2024
Q1 | $1.7M | Sell |
15,467
-1,487
| -9% | -$164K | 0.18% | 124 |
|
|
2023
Q4 | $1.73M | Sell |
16,954
-633
| -4% | -$64.4K | 0.16% | 116 |
|
|
2023
Q3 | $1.62M | Buy |
17,587
+50
| +0.3% | +$4.62K | 0.16% | 108 |
|
|
2023
Q2 | $1.68M | Buy |
17,537
+2
| +0% | +$192 | 0.17% | 105 |
|
|
2023
Q1 | $1.6M | Sell |
17,535
-987
| -5% | -$90K | 0.19% | 102 |
|
|
2022
Q4 | $1.57M | Sell |
18,522
-40
| -0.2% | -$3.4K | 0.19% | 104 |
|
|
2022
Q3 | $1.45M | Hold |
18,562
| – | – | 0.19% | 103 |
|
|
2022
Q2 | $1.56M | Sell |
18,562
-13
| -0.1% | -$1.09K | 0.19% | 103 |
|
|
2022
Q1 | $1.85M | Sell |
18,575
-200
| -1% | -$20K | 0.2% | 97 |
|
|
2021
Q4 | $1.99M | Sell |
18,775
-86
| -0.5% | -$9.1K | 0.24% | 92 |
|
|
2021
Q3 | $1.89M | Sell |
18,861
-15
| -0.1% | -$1.5K | 0.24% | 87 |
|
|
2021
Q2 | $1.91M | Sell |
18,876
-235
| -1% | -$23.8K | 0.24% | 86 |
|
|
2021
Q1 | $1.82M | Sell |
19,111
-61
| -0.3% | -$5.8K | 0.26% | 89 |
|
|
2020
Q4 | $1.74M | Sell |
19,172
-147
| -0.8% | -$13.3K | 0.26% | 88 |
|
|
2020
Q3 | $1.54M | Sell |
19,319
-1,229
| -6% | -$98.2K | 0.29% | 82 |
|
|
2020
Q2 | $1.52M | Sell |
20,548
-13,211
| -39% | -$974K | 0.31% | 77 |
|
|
2020
Q1 | $2.11M | Buy |
33,759
+4,055
| +14% | +$254K | 0.52% | 41 |
|
|
2019
Q4 | $2.35M | Buy |
29,704
+1,152
| +4% | +$91.3K | 0.63% | 34 |
|
|
2019
Q3 | $2.11M | Buy |
28,552
+21,648
| +314% | +$1.6M | 0.59% | 32 |
|
|
2019
Q2 | $514K | Buy |
6,904
+1,342
| +24% | +$99.9K | 0.16% | 135 |
|
|
2019
Q1 | $401K | Buy |
5,562
+275
| +5% | +$19.8K | 0.15% | 134 |
|
|
2018
Q4 | $339K | Buy |
+5,287
| New | +$339K | 0.14% | 134 |
|