GFG
Greystone Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
18,131
+357
| +2% | +$45.9K | 0.38% | 47 |
|
|
2025
Q1 | $2.07M | Buy |
17,774
+2,394
| +16% | +$279K | 0.38% | 51 |
|
|
2024
Q4 | $1.81M | Buy |
15,380
+971
| +7% | +$114K | 0.31% | 54 |
|
|
2024
Q3 | $1.72M | Buy |
14,409
+995
| +7% | +$119K | 0.31% | 55 |
|
|
2024
Q2 | $1.51M | Buy |
13,414
+734
| +6% | +$82.5K | 0.29% | 55 |
|
|
2024
Q1 | $1.4M | Buy |
12,680
+476
| +4% | +$52.4K | 0.28% | 53 |
|
|
2023
Q4 | $1.24M | Buy |
12,204
+1,386
| +13% | +$141K | 0.29% | 54 |
|
|
2023
Q3 | $999K | Buy |
10,818
+397
| +4% | +$36.7K | 0.25% | 59 |
|
|
2023
Q2 | $1,000K | Buy |
10,421
+302
| +3% | +$29K | 0.23% | 59 |
|
|
2023
Q1 | $922K | Buy |
10,119
+1,131
| +13% | +$103K | 0.23% | 53 |
|
|
2022
Q4 | $763K | Buy |
+8,988
| New | +$763K | 0.22% | 54 |
|
|
2022
Q3 | – | Sell |
-8,116
| Closed | -$681K | – | 68 |
|
|
2022
Q2 | $681K | Buy |
8,116
+390
| +5% | +$32.7K | 0.21% | 65 |
|
|
2022
Q1 | $771K | Buy |
7,726
+165
| +2% | +$16.5K | 0.19% | 77 |
|
|
2021
Q4 | $800K | Buy |
7,561
+1,564
| +26% | +$165K | 0.19% | 77 |
|
|
2021
Q3 | $599K | Sell |
5,997
-217
| -3% | -$21.7K | 0.18% | 80 |
|
|
2021
Q2 | $629K | Buy |
6,214
+724
| +13% | +$73.3K | 0.16% | 80 |
|
|
2021
Q1 | $542K | Buy |
5,490
+766
| +16% | +$75.6K | 0.14% | 79 |
|
|
2020
Q4 | $450K | Buy |
+4,724
| New | +$450K | 0.12% | 78 |
|