GM Advisory Group’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 | $447K | Sell |
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|
2025
Q2 | $442K | Sell |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $410K | Buy |
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|
2024
Q3 | $374K | Hold |
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|
2024
Q2 | $351K | Buy |
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|
2024
Q1 | $342K | Buy |
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|
2023
Q4 | $315K | Buy |
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|
2023
Q3 | $283K | Hold |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $231K | Hold |
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|
2022
Q1 | $275K | Sell |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $292K | Hold |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $257K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $391K | Buy |
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|
2019
Q2 | $344K | Sell |
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|
2019
Q1 | $375K | Buy |
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|
2018
Q4 | $326K | Sell |
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|
2018
Q3 | $819K | Sell |
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|
2018
Q2 | $823K | Sell |
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|
2018
Q1 | $905K | Buy |
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|
2017
Q4 | $778K | Buy |
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|
2017
Q3 | $739K | Buy |
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|
2017
Q2 | $542K | Buy |
|