Heritage Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Hold |
309,464
| – | – | 0.9% | 28 |
|
|
2025
Q1 | $17.2M | Hold |
309,464
| – | – | 0.87% | 28 |
|
|
2024
Q4 | $16.1M | Hold |
309,464
| – | – | 0.8% | 29 |
|
|
2024
Q3 | $17.7M | Hold |
309,464
| – | – | 0.83% | 31 |
|
|
2024
Q2 | $16.4M | Sell |
309,464
-640
| -0.2% | -$34K | 0.74% | 33 |
|
|
2024
Q1 | $16.6M | Sell |
310,104
-1,536
| -0.5% | -$82K | 0.76% | 33 |
|
|
2023
Q4 | $15.9M | Buy |
311,640
+97,279
| +45% | +$4.97M | 0.79% | 32 |
|
|
2023
Q3 | $10.1M | Sell |
214,361
-989
| -0.5% | -$46.5K | 0.55% | 32 |
|
|
2023
Q2 | $10.6M | Hold |
215,350
| – | – | 0.56% | 32 |
|
|
2023
Q1 | $10.5M | Hold |
215,350
| – | – | 0.59% | 32 |
|
|
2022
Q4 | $9.8M | Buy |
215,350
+210,892
| +4,731% | +$9.6M | 0.57% | 33 |
|
|
2022
Q3 | $178K | Buy |
+4,458
| New | +$178K | 0.01% | 206 |
|