IFP Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $413K | Sell |
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|
2025
Q2 | $545K | Buy |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q4 | $455K | Buy |
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|
2024
Q3 | $415K | Sell |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $732K | Buy |
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|
2023
Q4 | $660K | Buy |
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|
2023
Q3 | $579K | Sell |
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|
2023
Q2 | $700K | Sell |
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|
2023
Q1 | $612K | Buy |
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|
2022
Q4 | $622K | Sell |
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|
2022
Q3 | $2.12M | Sell |
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|
2022
Q2 | $3.35M | Hold |
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|
2022
Q1 | $3.35M | Buy |
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|
2021
Q4 | $842K | Buy |
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|
2021
Q3 | $798K | Sell |
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|
2021
Q2 | $822K | Buy |
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|
2021
Q1 | $714K | Sell |
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|
2020
Q4 | $715K | Buy |
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|
2020
Q3 | $628K | Buy |
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|
2020
Q2 | $462K | Buy |
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|
2020
Q1 | $301K | Buy |
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|
2019
Q4 | $162K | Buy |
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|
2019
Q3 | $90K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $63K | Buy |
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|
2018
Q3 | $31K | Hold |
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|
2018
Q2 | $29K | Sell |
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|
2018
Q1 | $246K | Hold |
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|
2017
Q4 | $246K | Buy |
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|
2017
Q3 | $199K | Sell |
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|
2017
Q2 | $195K | Buy |
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|
2017
Q1 | $182K | Buy |
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|
2016
Q4 | $170K | Sell |
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|
2016
Q3 | $178K | Sell |
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|
2016
Q2 | $173K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $247K | Buy |
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