Mount Yale Investment Advisors’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
Q1 | – | Sell |
-8,270
| Closed | -$972K | – | 528 |
|
|
2024
Q4 | $972K | Buy |
+8,270
| New | +$972K | 0.08% | 206 |
|
|
2024
Q3 | – | Sell |
-2,579
| Closed | -$290K | – | 531 |
|
|
2024
Q2 | $290K | Hold |
2,579
| – | – | 0.02% | 440 |
|
|
2024
Q1 | $284K | Hold |
2,579
| – | – | 0.02% | 462 |
|
|
2023
Q4 | $262K | Hold |
2,579
| – | – | 0.02% | 443 |
|
|
2023
Q3 | $238K | Buy |
2,579
+261
| +11% | +$24.1K | 0.03% | 440 |
|
|
2023
Q2 | $222K | Hold |
2,318
| – | – | 0.02% | 446 |
|
|
2023
Q1 | $211K | Buy |
+2,318
| New | +$211K | 0.02% | 449 |
|
|
2022
Q2 | – | Sell |
-2,340
| Closed | -$233K | – | 454 |
|
|
2022
Q1 | $233K | Buy |
+2,340
| New | +$233K | 0.03% | 420 |
|