HAFS
Hapanowicz & Associates Financial Services’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 | $4.97M | Buy |
81,570
+9,843
| +14% | +$600K | 2.51% | 7 |
|
|
2025
Q1 | $3.98M | Buy |
71,727
+2,342
| +3% | +$130K | 2.21% | 8 |
|
|
2024
Q4 | $3.62M | Sell |
69,385
-527
| -0.8% | -$27.5K | 1.82% | 8 |
|
|
2024
Q3 | $4M | Buy |
69,912
+1,012
| +1% | +$57.9K | 2.01% | 9 |
|
|
2024
Q2 | $3.66M | Buy |
68,900
+1,222
| +2% | +$64.9K | 2.09% | 8 |
|
|
2024
Q1 | $3.61M | Sell |
67,678
-1,574
| -2% | -$84K | 2.06% | 9 |
|
|
2023
Q4 | $3.53M | Buy |
69,252
+4,332
| +7% | +$221K | 2.18% | 9 |
|
|
2023
Q3 | $3.05M | Buy |
64,920
+15,357
| +31% | +$722K | 2.17% | 9 |
|
|
2023
Q2 | $2.44M | Sell |
49,563
-1,471
| -3% | -$72.4K | 1.63% | 9 |
|
|
2023
Q1 | $2.49M | Buy |
51,034
+2,135
| +4% | +$104K | 1.72% | 9 |
|
|
2022
Q4 | $2.22M | Sell |
48,899
-23,248
| -32% | -$1.06M | 1.61% | 9 |
|
|
2022
Q3 | $2.89M | Buy |
72,147
+568
| +0.8% | +$22.7K | 2.67% | 6 |
|
|
2022
Q2 | $3.22M | Buy |
71,579
+2,337
| +3% | +$105K | 2.51% | 8 |
|
|
2022
Q1 | $3.62M | Buy |
69,242
+206
| +0.3% | +$10.8K | 1.66% | 9 |
|
|
2021
Q4 | $3.84M | Sell |
69,036
-3,505
| -5% | -$195K | 1.7% | 8 |
|
|
2021
Q3 | $4.02M | Sell |
72,541
-2,831
| -4% | -$157K | 1.73% | 10 |
|
|
2021
Q2 | $4.34M | Sell |
75,372
-27,581
| -27% | -$1.59M | 1.91% | 10 |
|
|
2021
Q1 | $5.68M | Sell |
102,953
-2,157
| -2% | -$119K | 2.7% | 10 |
|
|
2020
Q4 | $5.58M | Buy |
105,110
+14,134
| +16% | +$750K | 2.89% | 10 |
|
|
2020
Q3 | $4.19M | Buy |
90,976
+978
| +1% | +$45K | 2.46% | 9 |
|
|
2020
Q2 | $3.89M | Buy |
89,998
+45,561
| +103% | +$1.97M | 2.45% | 9 |
|
|
2020
Q1 | $1.68M | Sell |
44,437
-2,419
| -5% | -$91.2K | 1.19% | 9 |
|
|
2019
Q4 | $2.3M | Buy |
46,856
+5,977
| +15% | +$294K | 1.39% | 9 |
|
|
2019
Q3 | $1.88M | Buy |
40,879
+397
| +1% | +$18.3K | 1.2% | 9 |
|
|
2019
Q2 | $1.9M | Buy |
40,482
+659
| +2% | +$30.9K | 1.25% | 11 |
|
|
2019
Q1 | $1.84M | Sell |
39,823
-24,586
| -38% | -$1.14M | 1.23% | 11 |
|
|
2018
Q4 | $2.71M | Buy |
64,409
+26,987
| +72% | +$1.13M | 2.02% | 10 |
|
|
2018
Q3 | $1.79M | Sell |
37,422
-702
| -2% | -$33.6K | 1.2% | 11 |
|
|
2018
Q2 | $1.79M | Buy |
38,124
+4,192
| +12% | +$196K | 1.25% | 10 |
|
|
2018
Q1 | $1.66M | Buy |
33,932
+2,597
| +8% | +$127K | 1.22% | 10 |
|
|
2017
Q4 | $1.62M | Buy |
31,335
+747
| +2% | +$38.6K | 1.18% | 10 |
|
|
2017
Q3 | $1.49M | Buy |
30,588
+4,816
| +19% | +$234K | 1.14% | 10 |
|
|
2017
Q2 | $1.17M | Buy |
25,772
+5,583
| +28% | +$253K | 0.98% | 11 |
|
|
2017
Q1 | $878K | Buy |
20,189
+1,173
| +6% | +$51K | 0.78% | 10 |
|
|
2016
Q4 | $786K | Buy |
+19,016
| New | +$786K | 0.73% | 11 |
|