Regal Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
|
|||||
|
2025
Q1 | $318K | Sell |
|
|||||
|
2024
Q4 | $332K | Sell |
|
|||||
|
2024
Q3 | $347K | Sell |
|
|||||
|
2024
Q2 | $327K | Buy |
|
|||||
|
2024
Q1 | $312K | Buy |
|
|||||
|
2023
Q4 | $278K | Sell |
|
|||||
|
2023
Q3 | $264K | Sell |
|
|||||
|
2023
Q2 | $285K | Sell |
|
|||||
|
2023
Q1 | $346K | Buy |
|
|||||
|
2022
Q4 | $229K | Sell |
|
|||||
|
2022
Q3 | $211K | Sell |
|
|||||
|
2022
Q2 | $245K | Sell |
|
|||||
|
2022
Q1 | $304K | Buy |
|
|||||
|
2021
Q4 | $322K | Sell |
|
|||||
|
2021
Q3 | $307K | Hold |
|
|||||
|
2021
Q2 | $311K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $280K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $280K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $400K | Sell |
|
|||||
|
2019
Q3 | $390K | Sell |
|
|||||
|
2019
Q2 | $511K | Buy |
|
|||||
|
2019
Q1 | $476K | Buy |
|
|||||
|
2018
Q4 | $415K | Buy |
|
|||||
|
2018
Q3 | $444K | Buy |
|