Regal 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
Q2 | $358K | Buy |
2,785
+56
| +2% | +$7.2K | 0.03% | 391 |
|
|
2025
Q1 | $318K | Sell |
2,729
-98
| -3% | -$11.4K | 0.03% | 390 |
|
|
2024
Q4 | $332K | Sell |
2,827
-78
| -3% | -$9.17K | 0.03% | 389 |
|
|
2024
Q3 | $347K | Sell |
2,905
-1
| -0% | -$120 | 0.02% | 417 |
|
|
2024
Q2 | $327K | Buy |
2,906
+74
| +3% | +$8.32K | 0.02% | 441 |
|
|
2024
Q1 | $312K | Buy |
2,832
+105
| +4% | +$11.6K | 0.02% | 456 |
|
|
2023
Q4 | $278K | Sell |
2,727
-135
| -5% | -$13.7K | 0.02% | 435 |
|
|
2023
Q3 | $264K | Sell |
2,862
-110
| -4% | -$10.2K | 0.02% | 410 |
|
|
2023
Q2 | $285K | Sell |
2,972
-819
| -22% | -$78.6K | 0.02% | 404 |
|
|
2023
Q1 | $346K | Buy |
3,791
+1,089
| +40% | +$99.3K | 0.03% | 357 |
|
|
2022
Q4 | $229K | Sell |
2,702
-9
| -0.3% | -$764 | 0.02% | 428 |
|
|
2022
Q3 | $211K | Sell |
2,711
-205
| -7% | -$16K | 0.02% | 432 |
|
|
2022
Q2 | $245K | Sell |
2,916
-134
| -4% | -$11.3K | 0.03% | 415 |
|
|
2022
Q1 | $304K | Buy |
3,050
+1
| +0% | +$100 | 0.03% | 404 |
|
|
2021
Q4 | $322K | Sell |
3,049
-25
| -0.8% | -$2.64K | 0.03% | 410 |
|
|
2021
Q3 | $307K | Hold |
3,074
| – | – | 0.03% | 420 |
|
|
2021
Q2 | $311K | Buy |
+3,074
| New | +$311K | 0.03% | 412 |
|
|
2021
Q1 | – | Sell |
-3,084
| Closed | -$280K | – | 34 |
|
|
2020
Q4 | $280K | Buy |
+3,084
| New | +$280K | 0.03% | 373 |
|
|
2020
Q3 | – | Sell |
-3,797
| Closed | -$280K | – | 30 |
|
|
2020
Q2 | $280K | Buy |
+3,797
| New | +$280K | 0.05% | 254 |
|
|
2020
Q1 | – | Sell |
-5,043
| Closed | -$400K | – | 33 |
|
|
2019
Q4 | $400K | Sell |
5,043
-247
| -5% | -$19.6K | 0.07% | 220 |
|
|
2019
Q3 | $390K | Sell |
5,290
-1,648
| -24% | -$121K | 0.08% | 214 |
|
|
2019
Q2 | $511K | Buy |
6,938
+334
| +5% | +$24.6K | 0.1% | 189 |
|
|
2019
Q1 | $476K | Buy |
6,604
+138
| +2% | +$9.95K | 0.1% | 189 |
|
|
2018
Q4 | $415K | Buy |
6,466
+486
| +8% | +$31.2K | 0.09% | 200 |
|
|
2018
Q3 | $444K | Buy |
+5,980
| New | +$444K | 0.09% | 205 |
|