Mount Yale Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Mount Yale Investment Advisors’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$972K	Buy
2024 Q3	–	Sell
2024 Q2	$290K	Hold
2024 Q1	$284K	Hold
2023 Q4	$262K	Hold
2023 Q3	$238K	Buy
2023 Q2	$222K	Hold
2023 Q1	$211K	Buy
2022 Q2	–	Sell
2022 Q1	$233K	Buy