HBK Sorce Advisory’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 | $470K | Buy |
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|
2025
Q2 | $401K | Buy |
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|
2025
Q1 | $357K | Hold |
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|
2024
Q4 | $361K | Hold |
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|
2024
Q3 | $367K | Buy |
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|
2024
Q2 | $340K | Sell |
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|
2024
Q1 | $363K | Buy |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $275K | Sell |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $259K | Hold |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $232K | Hold |
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|
2020
Q3 | $204K | Buy |
|