Guardian Wealth Advisors (North Carolina)’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
$56.2K Buy
2025
Q1
$25K Buy
2024
Q4
$23.8K Buy
2024
Q3
$22K Buy
2024
Q2
$6.66K Buy
2024
Q1
$3.08K Sell
2023
Q4
$2.95K Hold
2023
Q3
$2.65K Hold
2023
Q2
$2.75K Buy
2023
Q1
$91 Sell
2022
Q4
$144K Buy
2022
Q3
$131K Sell
2022
Q2
$228K Buy