Kestra Advisory Services’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 | $522K | Buy |
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|
2025
Q2 | $424K | Buy |
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|
2025
Q1 | $271K | Sell |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $738K | Sell |
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|
2024
Q2 | $769K | Buy |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $340K | Buy |
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|
2023
Q3 | $226K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $440K | Sell |
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|
2021
Q4 | $573K | Sell |
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|
2021
Q3 | $4.8M | Buy |
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|
2021
Q2 | $531K | Sell |
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|
2021
Q1 | $15.2M | Sell |
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|
2020
Q4 | $19.4M | Buy |
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|
2020
Q3 | $12.6M | Buy |
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