Heritage Wealth Management (Arizona)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ACWI Stock Details ACWI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$272K	Sell
2024 Q1	$271K	Hold
2023 Q4	$251K	Buy
2022 Q4	$1.81M	Buy
2022 Q3	$877K	Sell
2022 Q2	$1.11M	Sell
2022 Q1	$1.43M	Buy
2021 Q3	$1.46M	Sell
2021 Q2	$1.63M	Sell
2021 Q1	$1.82M	Buy