SFA
Sequoia Financial 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 | $171M | Buy |
1,325,997
+201,224
| +18% | +$25.9M | 1.17% | 14 |
|
|
2025
Q1 | $131M | Sell |
1,124,773
-174,453
| -13% | -$20.3M | 1.01% | 14 |
|
|
2024
Q4 | $153M | Buy |
1,299,226
+33,587
| +3% | +$3.95M | 1.47% | 9 |
|
|
2024
Q3 | $151M | Buy |
1,265,639
+29,008
| +2% | +$3.47M | 1.62% | 9 |
|
|
2024
Q2 | $139M | Buy |
1,236,631
+53,612
| +5% | +$6.03M | 1.67% | 9 |
|
|
2024
Q1 | $130M | Buy |
1,183,019
+41,404
| +4% | +$4.56M | 1.62% | 10 |
|
|
2023
Q4 | $116M | Buy |
1,141,615
+98,804
| +9% | +$10.1M | 1.44% | 11 |
|
|
2023
Q3 | $96.3M | Buy |
1,042,811
+20,721
| +2% | +$1.91M | 1.69% | 12 |
|
|
2023
Q2 | $98.1M | Buy |
1,022,090
+210,944
| +26% | +$20.2M | 1.68% | 12 |
|
|
2023
Q1 | $73.9M | Buy |
811,146
+11,387
| +1% | +$1.04M | 1.64% | 10 |
|
|
2022
Q4 | $67.9M | Buy |
799,759
+160,660
| +25% | +$13.6M | 1.67% | 11 |
|
|
2022
Q3 | $49.7M | Sell |
639,099
-19,056
| -3% | -$1.48M | 1.57% | 15 |
|
|
2022
Q2 | $55.2M | Sell |
658,155
-19,717
| -3% | -$1.65M | 1.56% | 13 |
|
|
2022
Q1 | $67.6M | Buy |
677,872
+85,868
| +15% | +$8.57M | 1.69% | 13 |
|
|
2021
Q4 | $62.6M | Buy |
592,004
+458,381
| +343% | +$48.5M | 1.71% | 13 |
|
|
2021
Q3 | $13.4M | Sell |
133,623
-370,292
| -73% | -$37M | 1.36% | 18 |
|
|
2021
Q2 | $51M | Buy |
503,915
+138,942
| +38% | +$14.1M | 1.86% | 10 |
|
|
2021
Q1 | $34.7M | Buy |
364,973
+97,645
| +37% | +$9.29M | 1.45% | 16 |
|
|
2020
Q4 | $24.3M | Buy |
267,328
+70,470
| +36% | +$6.39M | 1.11% | 16 |
|
|
2020
Q3 | $15.7M | Buy |
196,858
+54,019
| +38% | +$4.32M | 0.83% | 20 |
|
|
2020
Q2 | $10.5M | Buy |
142,839
+21,572
| +18% | +$1.59M | 0.62% | 28 |
|
|
2020
Q1 | $7.59M | Buy |
121,267
+32,718
| +37% | +$2.05M | 0.56% | 25 |
|
|
2019
Q4 | $7.02M | Buy |
88,549
+8,109
| +10% | +$643K | 0.45% | 28 |
|
|
2019
Q3 | $5.93M | Buy |
80,440
+11,968
| +17% | +$883K | 0.43% | 31 |
|
|
2019
Q2 | $5.05M | Buy |
68,472
+15,534
| +29% | +$1.14M | 0.38% | 41 |
|
|
2019
Q1 | $3.82M | Buy |
52,938
+15,330
| +41% | +$1.11M | 0.31% | 51 |
|
|
2018
Q4 | $2.41M | Sell |
37,608
-1,056
| -3% | -$67.8K | 0.28% | 61 |
|
|
2018
Q3 | $2.87M | Sell |
38,664
-196
| -0.5% | -$14.6K | 0.29% | 61 |
|
|
2018
Q2 | $2.76M | Sell |
38,860
-1,738
| -4% | -$124K | 0.29% | 60 |
|
|
2018
Q1 | $2.91M | Sell |
40,598
-1,434
| -3% | -$103K | 0.31% | 63 |
|
|
2017
Q4 | $3.03M | Buy |
42,032
+4,859
| +13% | +$350K | 0.32% | 64 |
|
|
2017
Q3 | $2.56M | Buy |
37,173
+1,958
| +6% | +$135K | 0.3% | 65 |
|
|
2017
Q2 | $2.31M | Sell |
35,215
-12
| -0% | -$786 | 0.29% | 68 |
|
|
2017
Q1 | $2.23M | Sell |
35,227
-2,276
| -6% | -$144K | 0.28% | 64 |
|
|
2016
Q4 | $2.22M | Buy |
37,503
+20,259
| +117% | +$1.2M | 0.32% | 59 |
|
|
2016
Q3 | $1.02M | Buy |
+17,244
| New | +$1.02M | 0.19% | 80 |
|