HNWA
Henrickson Nauta Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Sell |
5,877
-4,305
| -42% | -$554K | 0.26% | 36 |
|
|
2025
Q1 | $1.11M | Sell |
10,182
-3
| -0% | -$328 | 0.46% | 22 |
|
|
2024
Q4 | $1.2M | Hold |
10,185
| – | – | 0.49% | 20 |
|
|
2024
Q3 | $1.22M | Hold |
10,185
| – | – | 0.48% | 21 |
|
|
2024
Q2 | $1.14M | Sell |
10,185
-116
| -1% | -$13K | 0.49% | 24 |
|
|
2024
Q1 | $1.12M | Sell |
10,301
-112
| -1% | -$12.1K | 0.49% | 22 |
|
|
2023
Q4 | $1.06M | Hold |
10,413
| – | – | 0.52% | 23 |
|
|
2023
Q3 | $962K | Sell |
10,413
-189
| -2% | -$17.5K | 0.59% | 17 |
|
|
2023
Q2 | $1.02M | Sell |
10,602
-9
| -0.1% | -$863 | 0.69% | 16 |
|
|
2023
Q1 | $967K | Sell |
10,611
-71
| -0.7% | -$6.47K | 0.7% | 16 |
|
|
2022
Q4 | $907K | Hold |
10,682
| – | – | 0.72% | 18 |
|
|
2022
Q3 | $831K | Sell |
10,682
-93
| -0.9% | -$7.24K | 0.79% | 18 |
|
|
2022
Q2 | $904K | Sell |
10,775
-232
| -2% | -$19.5K | 0.83% | 15 |
|
|
2022
Q1 | $1.1M | Sell |
11,007
-8
| -0.1% | -$798 | 0.91% | 12 |
|
|
2021
Q4 | $1.09M | Buy |
+11,015
| New | +$1.09M | 0.89% | 12 |
|