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 |
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|
2025
Q1 | $25K | Buy |
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|
2024
Q4 | $23.8K | Buy |
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|
2024
Q3 | $22K | Buy |
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|
2024
Q2 | $6.66K | Buy |
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|
2024
Q1 | $3.08K | Sell |
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|
2023
Q4 | $2.95K | Hold |
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|
2023
Q3 | $2.65K | Hold |
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|
2023
Q2 | $2.75K | Buy |
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|
2023
Q1 | $91 | Sell |
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|
2022
Q4 | $144K | Buy |
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|
2022
Q3 | $131K | Sell |
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|
2022
Q2 | $228K | Buy |
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