GPA
Guidance Point Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
4,742
+63
| +1% | +$3.84K | 0.07% | 72 |
|
|
2025
Q1 | $259K | Sell |
4,679
-54
| -1% | -$2.99K | 0.07% | 74 |
|
|
2024
Q4 | $247K | Sell |
4,733
-27
| -0.6% | -$1.41K | 0.07% | 73 |
|
|
2024
Q3 | $272K | Hold |
4,760
| – | – | 0.08% | 72 |
|
|
2024
Q2 | $253K | Buy |
4,760
+71
| +2% | +$3.77K | 0.08% | 67 |
|
|
2024
Q1 | $251K | Buy |
4,689
+25
| +0.5% | +$1.34K | 0.08% | 71 |
|
|
2023
Q4 | $238K | Sell |
4,664
-61
| -1% | -$3.12K | 0.09% | 61 |
|
|
2023
Q3 | $222K | Buy |
4,725
+20
| +0.4% | +$940 | 0.09% | 67 |
|
|
2023
Q2 | $232K | Buy |
4,705
+94
| +2% | +$4.63K | 0.09% | 71 |
|
|
2023
Q1 | $225K | Buy |
4,611
+150
| +3% | +$7.32K | 0.09% | 72 |
|
|
2022
Q4 | $203K | Sell |
4,461
-2,987
| -40% | -$136K | 0.09% | 73 |
|
|
2022
Q3 | $298K | Buy |
7,448
+10
| +0.1% | +$400 | 0.14% | 64 |
|
|
2022
Q2 | $334K | Buy |
7,438
+125
| +2% | +$5.61K | 0.14% | 64 |
|
|
2022
Q1 | $382K | Buy |
7,313
+95
| +1% | +$4.96K | 0.14% | 66 |
|
|
2021
Q4 | $401K | Buy |
7,218
+217
| +3% | +$12.1K | 0.15% | 60 |
|
|
2021
Q3 | $387K | Sell |
7,001
-42
| -0.6% | -$2.32K | 0.14% | 61 |
|
|
2021
Q2 | $405K | Buy |
7,043
+77
| +1% | +$4.43K | 0.16% | 62 |
|
|
2021
Q1 | $384K | Sell |
6,966
-962
| -12% | -$53K | 0.16% | 64 |
|
|
2020
Q4 | $420K | Buy |
7,928
+172
| +2% | +$9.11K | 0.19% | 57 |
|
|
2020
Q3 | $356K | Hold |
7,756
| – | – | 0.2% | 55 |
|
|
2020
Q2 | $335K | Buy |
7,756
+85
| +1% | +$3.67K | 0.19% | 56 |
|
|
2020
Q1 | $288K | Buy |
7,671
+104
| +1% | +$3.91K | 0.19% | 51 |
|
|
2019
Q4 | $371K | Buy |
7,567
+117
| +2% | +$5.74K | 0.18% | 49 |
|
|
2019
Q3 | $343K | Hold |
7,450
| – | – | 0.19% | 51 |
|
|
2019
Q2 | $348K | Buy |
7,450
+181
| +2% | +$8.46K | 0.2% | 50 |
|
|
2019
Q1 | $336K | Sell |
7,269
-624
| -8% | -$28.8K | 0.2% | 51 |
|
|
2018
Q4 | $331K | Buy |
+7,893
| New | +$331K | 0.22% | 49 |
|