Heck Capital Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $660K | Buy |
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|
2025
Q2 | $368K | Buy |
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|
2025
Q1 | $287K | Buy |
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|
2024
Q4 | $207K | Sell |
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|
2024
Q3 | $237K | Buy |
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|
2024
Q2 | $85.9K | Hold |
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|
2024
Q1 | $86.3K | Hold |
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|
2023
Q4 | $82.5K | Sell |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $112K | Hold |
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|
2023
Q1 | $111K | Sell |
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|
2022
Q4 | $104K | Sell |
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|
2022
Q3 | $99.5K | Sell |
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|
2022
Q2 | $143K | Sell |
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|
2022
Q1 | $334K | Sell |
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|
2021
Q4 | $445K | Sell |
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|
2021
Q3 | $555K | Sell |
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|
2021
Q2 | $597K | Buy |
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|
2021
Q1 | $561K | Sell |
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|
2020
Q4 | $1M | Sell |
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|
2020
Q3 | $942K | Sell |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $1.18M | Sell |
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|
2019
Q4 | $1.73M | Buy |
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|
2019
Q3 | $1.45M | Sell |
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|
2019
Q2 | $1.59M | Sell |
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|
2019
Q1 | $1.58M | Buy |
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|
2018
Q4 | $1.1M | Sell |
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|
2018
Q3 | $1.32M | Sell |
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|
2018
Q2 | $1.41M | Buy |
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|
2018
Q1 | $1.47M | Buy |
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $782K | Buy |
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|
2017
Q2 | $135K | Buy |
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