PA
Procyon Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Buy |
+36,728
| New | +$4.72M | 0.44% | 51 |
|
|
2023
Q3 | – | Sell |
-2,869
| Closed | -$275K | – | 481 |
|
|
2023
Q2 | $275K | Buy |
+2,869
| New | +$275K | 0.03% | 370 |
|
|
2020
Q3 | – | Sell |
-348
| Closed | -$26K | – | 213 |
|
|
2020
Q2 | $26K | Sell |
348
-329
| -49% | -$24.6K | 0.01% | 487 |
|
|
2020
Q1 | $42K | Buy |
677
+122
| +22% | +$7.57K | 0.03% | 355 |
|
|
2019
Q4 | $44K | Buy |
+555
| New | +$44K | 0.03% | 356 |
|