CA
Cetera Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.26M | Buy |
29,607
+24,494
| +479% | +$2.7M | 0.03% | 604 |
|
|
2023
Q4 | $520K | Buy |
5,113
+947
| +23% | +$96.4K | 0.01% | 1100 |
|
|
2023
Q3 | $385K | Buy |
+4,166
| New | +$385K | 0.01% | 1199 |
|
|
2019
Q2 | – | Sell |
-59
| Closed | -$4K | – | 929 |
|
|
2019
Q1 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 1187 |
|
|
2018
Q4 | – | Sell |
-61,882
| Closed | -$4.6M | – | 846 |
|
|
2018
Q3 | $4.6M | Buy |
61,882
+980
| +2% | +$72.9K | 0.23% | 104 |
|
|
2018
Q2 | $4.34M | Buy |
60,902
+2,902
| +5% | +$207K | 0.25% | 97 |
|
|
2018
Q1 | $4.16M | Buy |
+58,000
| New | +$4.16M | 0.25% | 103 |
|