Nations 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 | $776K | Buy |
6,031
+29
| +0.5% | +$3.73K | 0.05% | 348 |
|
|
2025
Q1 | $699K | Hold |
6,002
| – | – | 0.05% | 351 |
|
|
2024
Q4 | $705K | Buy |
6,002
+33
| +0.6% | +$3.88K | 0.05% | 358 |
|
|
2024
Q3 | $714K | Hold |
5,969
| – | – | 0.05% | 352 |
|
|
2024
Q2 | $671K | Buy |
5,969
+31
| +0.5% | +$3.48K | 0.05% | 338 |
|
|
2024
Q1 | $654K | Hold |
5,938
| – | – | 0.06% | 348 |
|
|
2023
Q4 | $604K | Buy |
5,938
+35
| +0.6% | +$3.56K | 0.06% | 338 |
|
|
2023
Q3 | $545K | Hold |
5,903
| – | – | 0.05% | 344 |
|
|
2023
Q2 | $566K | Buy |
5,903
+36
| +0.6% | +$3.45K | 0.06% | 356 |
|
|
2023
Q1 | $535K | Hold |
5,867
| – | – | 0.06% | 351 |
|
|
2022
Q4 | $498K | Buy |
5,867
+28
| +0.5% | +$2.38K | 0.06% | 358 |
|
|
2022
Q3 | $454K | Sell |
5,839
-358
| -6% | -$27.8K | 0.07% | 314 |
|
|
2022
Q2 | $520K | Buy |
6,197
+36
| +0.6% | +$3.02K | 0.07% | 295 |
|
|
2022
Q1 | $615K | Buy |
6,161
+2
| +0% | +$200 | 0.07% | 280 |
|
|
2021
Q4 | $652K | Buy |
6,159
+35
| +0.6% | +$3.71K | 0.09% | 241 |
|
|
2021
Q3 | $612K | Hold |
6,124
| – | – | 0.09% | 236 |
|
|
2021
Q2 | $620K | Buy |
6,124
+24
| +0.4% | +$2.43K | 0.1% | 224 |
|
|
2021
Q1 | $580K | Hold |
6,100
| – | – | 0.13% | 200 |
|
|
2020
Q4 | $553K | Buy |
6,100
+27
| +0.4% | +$2.45K | 0.15% | 179 |
|
|
2020
Q3 | $485K | Buy |
6,073
+500
| +9% | +$39.9K | 0.15% | 175 |
|
|
2020
Q2 | $411K | Buy |
+5,573
| New | +$411K | 0.15% | 178 |
|