Merit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
9,969
+2,201
| +28% | +$283K | 0.01% | 677 |
|
|
2025
Q1 | $904K | Buy |
7,768
+229
| +3% | +$26.7K | 0.01% | 692 |
|
|
2024
Q4 | $886K | Buy |
7,539
+112
| +2% | +$13.2K | 0.02% | 535 |
|
|
2024
Q3 | $888K | Sell |
7,427
-153
| -2% | -$18.3K | 0.02% | 451 |
|
|
2024
Q2 | $852K | Sell |
7,580
-609
| -7% | -$68.4K | 0.02% | 456 |
|
|
2024
Q1 | $888K | Sell |
8,189
-104
| -1% | -$11.3K | 0.02% | 435 |
|
|
2023
Q4 | $844K | Sell |
8,293
-2,506
| -23% | -$255K | 0.03% | 356 |
|
|
2023
Q3 | $997K | Sell |
10,799
-7,367
| -41% | -$680K | 0.03% | 320 |
|
|
2023
Q2 | $1.74M | Sell |
18,166
-11,622
| -39% | -$1.11M | 0.06% | 243 |
|
|
2023
Q1 | $2.72M | Sell |
29,788
-8,179
| -22% | -$746K | 0.1% | 157 |
|
|
2022
Q4 | $3.22M | Sell |
37,967
-17,577
| -32% | -$1.49M | 0.12% | 133 |
|
|
2022
Q3 | $4.32M | Buy |
55,544
+22,210
| +67% | +$1.73M | 0.19% | 73 |
|
|
2022
Q2 | $2.8M | Buy |
+33,334
| New | +$2.8M | 0.09% | 143 |
|
|
2022
Q1 | – | Sell |
-7,848
| Closed | -$830K | – | 381 |
|
|
2021
Q4 | $830K | Buy |
+7,848
| New | +$830K | 0.08% | 117 |
|