Great Valley Advisor 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
Q2 | – | Sell |
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|
2025
Q1 | $42.8M | Buy |
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|
2024
Q4 | $42.5M | Sell |
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|
2024
Q3 | $47.1M | Buy |
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|
2024
Q2 | $43.1M | Buy |
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|
2024
Q1 | $40.5M | Buy |
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|
2023
Q4 | $37M | Buy |
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|
2023
Q3 | $28.4M | Buy |
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|
2023
Q2 | $28.4M | Sell |
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|
2023
Q1 | $28.1M | Buy |
|
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|
2022
Q4 | $25.8M | Buy |
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|
2022
Q3 | $22.7M | Buy |
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|
2022
Q2 | $22.5M | Buy |
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|
2022
Q1 | $26.5M | Sell |
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|
2021
Q4 | $30.1M | Buy |
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|
2021
Q3 | $28.2M | Buy |
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|
2021
Q2 | $27.7M | Sell |
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|
2021
Q1 | $34.5M | Buy |
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|
2020
Q4 | $31.9M | Buy |
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|
2020
Q3 | $27.7M | Buy |
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|
2020
Q2 | $7.87M | Buy |
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|
2020
Q1 | $267K | Sell |
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|
2019
Q4 | $341K | Hold |
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|
2019
Q3 | $317K | Hold |
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|
2019
Q2 | $317K | Hold |
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|
2019
Q1 | $310K | Buy |
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