SHGA
Sand Hill Global 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 | $5.41M | Buy |
42,046
+2,469
| +6% | +$318K | 0.2% | 73 |
|
|
2025
Q1 | $4.61M | Hold |
39,577
| – | – | 0.19% | 70 |
|
|
2024
Q4 | $4.65M | Hold |
39,577
| – | – | 0.2% | 70 |
|
|
2024
Q3 | $4.73M | Sell |
39,577
-312
| -0.8% | -$37.3K | 0.2% | 73 |
|
|
2024
Q2 | $4.48M | Buy |
39,889
+844
| +2% | +$94.9K | 0.2% | 69 |
|
|
2024
Q1 | $4.3M | Hold |
39,045
| – | – | 0.2% | 66 |
|
|
2023
Q4 | $3.97M | Sell |
39,045
-5,353
| -12% | -$545K | 0.19% | 74 |
|
|
2023
Q3 | $4.1M | Sell |
44,398
-5,592
| -11% | -$517K | 0.23% | 62 |
|
|
2023
Q2 | $4.8M | Buy |
49,990
+28,744
| +135% | +$2.76M | 0.24% | 59 |
|
|
2023
Q1 | $1.94M | Hold |
21,246
| – | – | 0.1% | 82 |
|
|
2022
Q4 | $1.8M | Hold |
21,246
| – | – | 0.1% | 89 |
|
|
2022
Q3 | $1.65M | Sell |
21,246
-45
| -0.2% | -$3.5K | 0.1% | 82 |
|
|
2022
Q2 | $1.79M | Sell |
21,291
-26
| -0.1% | -$2.18K | 0.1% | 85 |
|
|
2022
Q1 | $2.13M | Sell |
21,317
-265
| -1% | -$26.4K | 0.12% | 78 |
|
|
2021
Q4 | $2.28M | Hold |
21,582
| – | – | 0.13% | 78 |
|
|
2021
Q3 | $2.16M | Buy |
+21,582
| New | +$2.16M | 0.13% | 75 |
|