HB Wealth Management’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
Q3 | $13.8M | Buy |
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|
2025
Q2 | $9.67M | Sell |
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|
2025
Q1 | $9.36M | Buy |
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|
2024
Q4 | $2.47M | Buy |
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|
2024
Q3 | $2.5M | Sell |
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|
2024
Q2 | $2.43M | Buy |
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|
2024
Q1 | $2.32M | Buy |
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|
2023
Q4 | $2.13M | Buy |
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|
2023
Q3 | $1.94M | Sell |
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|
2023
Q2 | $2.04M | Sell |
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|
2023
Q1 | $1.97M | Hold |
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|
2022
Q4 | $1.84M | Buy |
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|
2022
Q3 | $1.68M | Sell |
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|
2022
Q2 | $1.92M | Sell |
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|
2022
Q1 | $2.36M | Buy |
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|
2021
Q4 | $203K | Buy |
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