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Gryphon Financial Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
89,138
+4,631
| +5% | +$596K | 1.5% | 14 |
|
|
2025
Q1 | $9.84M | Sell |
84,507
-40,204
| -32% | -$4.68M | 1.42% | 16 |
|
|
2024
Q4 | $14.7M | Buy |
124,711
+10,754
| +9% | +$1.26M | 2.09% | 10 |
|
|
2024
Q3 | $13.6M | Buy |
113,957
+542
| +0.5% | +$64.8K | 1.84% | 9 |
|
|
2024
Q2 | $12.7M | Sell |
113,415
-2,039
| -2% | -$229K | 1.91% | 10 |
|
|
2024
Q1 | $12.7M | Sell |
115,454
-4,252
| -4% | -$468K | 2.11% | 8 |
|
|
2023
Q4 | $12M | Buy |
119,706
+14,208
| +13% | +$1.43M | 2.13% | 11 |
|
|
2023
Q3 | $9.74M | Buy |
105,498
+698
| +0.7% | +$64.5K | 2.26% | 12 |
|
|
2023
Q2 | $10.1M | Buy |
104,800
+8,750
| +9% | +$839K | 2.18% | 11 |
|
|
2023
Q1 | $8.76M | Buy |
96,050
+826
| +0.9% | +$75.3K | 1.99% | 12 |
|
|
2022
Q4 | $8.08M | Buy |
95,224
+9,712
| +11% | +$824K | 1.92% | 13 |
|
|
2022
Q3 | $6.66M | Sell |
85,512
-3,797
| -4% | -$296K | 1.68% | 13 |
|
|
2022
Q2 | $7.49M | Sell |
89,309
-1,233
| -1% | -$103K | 1.82% | 13 |
|
|
2022
Q1 | $9.03M | Buy |
90,542
+37
| +0% | +$3.69K | 1.84% | 12 |
|
|
2021
Q4 | $9.57M | Sell |
90,505
-23,946
| -21% | -$2.53M | 1.81% | 11 |
|
|
2021
Q3 | $11.4M | Buy |
114,451
+8,725
| +8% | +$872K | 2.54% | 9 |
|
|
2021
Q2 | $9.26M | Sell |
105,726
-13,298
| -11% | -$1.16M | 2.08% | 10 |
|
|
2021
Q1 | $11.3M | Buy |
119,024
+9,970
| +9% | +$949K | 2.57% | 9 |
|
|
2020
Q4 | $9.89M | Buy |
109,054
+11,517
| +12% | +$1.04M | 2.55% | 8 |
|
|
2020
Q3 | $7.8M | Sell |
97,537
-166
| -0.2% | -$13.3K | 2.31% | 9 |
|
|
2020
Q2 | $7.2M | Buy |
97,703
+3,021
| +3% | +$223K | 2.23% | 11 |
|
|
2020
Q1 | $5.92M | Sell |
94,682
-4,539
| -5% | -$284K | 2.18% | 11 |
|
|
2019
Q4 | $7.86M | Buy |
99,221
+3,035
| +3% | +$241K | 2.04% | 10 |
|
|
2019
Q3 | $7.09M | Buy |
96,186
+1,956
| +2% | +$144K | 2.05% | 11 |
|
|
2019
Q2 | $6.95M | Buy |
94,230
+1,228
| +1% | +$90.5K | 2% | 11 |
|
|
2019
Q1 | $6.71M | Buy |
93,002
+58,600
| +170% | +$4.23M | 1.98% | 12 |
|
|
2018
Q4 | $2.21M | Buy |
34,402
+7,062
| +26% | +$453K | 0.56% | 33 |
|
|
2018
Q3 | $2.03M | Sell |
27,340
-1,836
| -6% | -$136K | 0.61% | 20 |
|
|
2018
Q2 | $2.08M | Buy |
29,176
+738
| +3% | +$52.5K | 0.94% | 12 |
|
|
2018
Q1 | $2.04M | Buy |
28,438
+3,712
| +15% | +$266K | 1.04% | 14 |
|
|
2017
Q4 | $1.78M | Buy |
+24,726
| New | +$1.78M | 1.01% | 15 |
|