Financial Advocates Investment Management’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 | – | Sell |
-14,081
| Closed | -$1.64M | – | 612 |
|
|
2025
Q1 | $1.64M | Hold |
14,081
| – | – | 0.11% | 195 |
|
|
2024
Q4 | $1.65M | Sell |
14,081
-1,318
| -9% | -$155K | 0.09% | 204 |
|
|
2024
Q3 | $2.05M | Buy |
15,399
+1,208
| +9% | +$161K | 0.12% | 178 |
|
|
2024
Q2 | $1.6M | Sell |
14,191
-1,608
| -10% | -$181K | 0.1% | 202 |
|
|
2024
Q1 | $1.82M | Buy |
15,799
+2,945
| +23% | +$340K | 0.11% | 197 |
|
|
2023
Q4 | $1.33M | Buy |
12,854
+8,609
| +203% | +$890K | 0.09% | 233 |
|
|
2023
Q3 | $413K | Buy |
4,245
+237
| +6% | +$23K | 0.03% | 454 |
|
|
2023
Q2 | $385K | Sell |
4,008
-21,218
| -84% | -$2.04M | 0.03% | 454 |
|
|
2023
Q1 | $1.14M | Buy |
25,226
+22,529
| +835% | +$1.02M | 0.08% | 258 |
|
|
2022
Q4 | $229K | Buy |
+2,697
| New | +$229K | 0.02% | 631 |
|