IA
IFP 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 | $545K | Buy |
4,239
+165
| +4% | +$21.2K | 0.02% | 798 |
|
|
2025
Q1 | $474K | Buy |
4,074
+200
| +5% | +$23.3K | 0.01% | 794 |
|
|
2024
Q4 | $455K | Buy |
3,874
+401
| +12% | +$47.1K | 0.01% | 770 |
|
|
2024
Q3 | $415K | Sell |
3,473
-76
| -2% | -$9.09K | 0.02% | 766 |
|
|
2024
Q2 | $399K | Sell |
3,549
-3,097
| -47% | -$348K | 0.02% | 734 |
|
|
2024
Q1 | $732K | Buy |
6,646
+157
| +2% | +$17.3K | 0.03% | 496 |
|
|
2023
Q4 | $660K | Buy |
6,489
+222
| +4% | +$22.6K | 0.03% | 497 |
|
|
2023
Q3 | $579K | Sell |
6,267
-1,030
| -14% | -$95.2K | 0.03% | 543 |
|
|
2023
Q2 | $700K | Sell |
7,297
-1,083
| -13% | -$104K | 0.03% | 537 |
|
|
2023
Q1 | $612K | Buy |
8,380
+84
| +1% | +$6.14K | 0.03% | 531 |
|
|
2022
Q4 | $622K | Sell |
8,296
-19,801
| -70% | -$1.48M | 0.02% | 795 |
|
|
2022
Q3 | $2.12M | Sell |
28,097
-17,598
| -39% | -$1.33M | 0.06% | 372 |
|
|
2022
Q2 | $3.35M | Hold |
45,695
| – | – | 0.11% | 219 |
|
|
2022
Q1 | $3.35M | Buy |
45,695
+37,739
| +474% | +$2.77M | 0.11% | 219 |
|
|
2021
Q4 | $842K | Buy |
7,956
+5
| +0.1% | +$529 | 0.02% | 444 |
|
|
2021
Q3 | $798K | Sell |
7,951
-167
| -2% | -$16.8K | 0.02% | 435 |
|
|
2021
Q2 | $822K | Buy |
8,118
+593
| +8% | +$60K | 0.02% | 415 |
|
|
2021
Q1 | $714K | Sell |
7,525
-367
| -5% | -$34.8K | 0.01% | 431 |
|
|
2020
Q4 | $715K | Buy |
7,892
+46
| +0.6% | +$4.17K | 0.03% | 414 |
|
|
2020
Q3 | $628K | Buy |
7,846
+1,576
| +25% | +$126K | 0.04% | 384 |
|
|
2020
Q2 | $462K | Buy |
6,270
+1,536
| +32% | +$113K | 0.04% | 435 |
|
|
2020
Q1 | $301K | Buy |
4,734
+2,695
| +132% | +$171K | 0.03% | 451 |
|
|
2019
Q4 | $162K | Buy |
2,039
+813
| +66% | +$64.6K | 0.01% | 740 |
|
|
2019
Q3 | $90K | Buy |
+1,226
| New | +$90K | 0.01% | 1105 |
|
|
2019
Q1 | – | Sell |
-990
| Closed | -$63K | – | 2353 |
|
|
2018
Q4 | $63K | Buy |
990
+578
| +140% | +$36.8K | ﹤0.01% | 1450 |
|
|
2018
Q3 | $31K | Hold |
412
| – | – | ﹤0.01% | 2156 |
|
|
2018
Q2 | $29K | Sell |
412
-2,999
| -88% | -$211K | ﹤0.01% | 2216 |
|
|
2018
Q1 | $246K | Hold |
3,411
| – | – | 0.01% | 899 |
|
|
2017
Q4 | $246K | Buy |
3,411
+516
| +18% | +$37.2K | 0.01% | 898 |
|
|
2017
Q3 | $199K | Sell |
2,895
-77
| -3% | -$5.29K | 0.01% | 1142 |
|
|
2017
Q2 | $195K | Buy |
2,972
+98
| +3% | +$6.43K | 0.01% | 1134 |
|
|
2017
Q1 | $182K | Buy |
2,874
+5
| +0.2% | +$317 | 0.01% | 1158 |
|
|
2016
Q4 | $170K | Sell |
2,869
-151
| -5% | -$8.95K | 0.01% | 1131 |
|
|
2016
Q3 | $178K | Sell |
3,020
-64
| -2% | -$3.77K | 0.01% | 1053 |
|
|
2016
Q2 | $173K | Buy |
+3,084
| New | +$173K | 0.01% | 1041 |
|
|
2016
Q1 | – | Sell |
-4,430
| Closed | -$247K | – | 2353 |
|
|
2015
Q4 | $247K | Buy |
+4,430
| New | +$247K | 0.02% | 746 |
|