Heritage Wealth Management (Arizona)’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $272K | Sell |
2,420
-43
| -2% | -$4.83K | 0.15% | 128 |
|
|
2024
Q1 | $271K | Hold |
2,463
| – | – | 0.14% | 135 |
|
|
2023
Q4 | $251K | Buy |
+2,463
| New | +$251K | 0.14% | 135 |
|
|
2022
Q4 | $1.81M | Buy |
21,366
+10,102
| +90% | +$857K | 0.26% | 64 |
|
|
2022
Q3 | $877K | Sell |
11,264
-2,013
| -15% | -$157K | 0.28% | 62 |
|
|
2022
Q2 | $1.11M | Sell |
13,277
-1,077
| -8% | -$90.4K | 0.37% | 49 |
|
|
2022
Q1 | $1.43M | Buy |
+14,354
| New | +$1.43M | 0.39% | 52 |
|
|
2021
Q3 | $1.46M | Sell |
14,615
-1,473
| -9% | -$147K | 0.52% | 40 |
|
|
2021
Q2 | $1.63M | Sell |
16,088
-3,029
| -16% | -$307K | 0.62% | 29 |
|
|
2021
Q1 | $1.82M | Buy |
+19,117
| New | +$1.82M | 1.02% | 18 |
|