HB Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.67M | Sell |
75,191
-5,200
| -6% | -$669K | 0.08% | 138 |
|
|
2025
Q1 | $9.36M | Buy |
80,391
+59,400
| +283% | +$6.91M | 0.08% | 135 |
|
|
2024
Q4 | $2.47M | Buy |
20,991
+44
| +0.2% | +$5.17K | 0.03% | 247 |
|
|
2024
Q3 | $2.5M | Sell |
20,947
-702
| -3% | -$83.9K | 0.03% | 240 |
|
|
2024
Q2 | $2.43M | Buy |
21,649
+577
| +3% | +$64.9K | 0.03% | 236 |
|
|
2024
Q1 | $2.32M | Buy |
21,072
+104
| +0.5% | +$11.5K | 0.03% | 220 |
|
|
2023
Q4 | $2.13M | Buy |
20,968
+2
| +0% | +$204 | 0.03% | 217 |
|
|
2023
Q3 | $1.94M | Sell |
20,966
-281
| -1% | -$26K | 0.03% | 211 |
|
|
2023
Q2 | $2.04M | Sell |
21,247
-381
| -2% | -$36.6K | 0.03% | 198 |
|
|
2023
Q1 | $1.97M | Hold |
21,628
| – | – | 0.03% | 195 |
|
|
2022
Q4 | $1.84M | Buy |
21,628
+1
| +0% | +$85 | 0.03% | 204 |
|
|
2022
Q3 | $1.68M | Sell |
21,627
-1,296
| -6% | -$101K | 0.04% | 195 |
|
|
2022
Q2 | $1.92M | Sell |
22,923
-763
| -3% | -$64K | 0.04% | 177 |
|
|
2022
Q1 | $2.36M | Buy |
23,686
+21,767
| +1,134% | +$2.17M | 0.04% | 164 |
|
|
2021
Q4 | $203K | Buy |
+1,919
| New | +$203K | ﹤0.01% | 492 |
|