Sowell Financial Services’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 | $593K | Sell |
4,614
-254
| -5% | -$32.7K | 0.02% | 563 |
|
|
2025
Q1 | $567K | Buy |
+4,868
| New | +$567K | 0.03% | 553 |
|
|
2024
Q4 | – | Sell |
-20,612
| Closed | -$2.46M | – | 507 |
|
|
2024
Q3 | $2.46M | Sell |
20,612
-27
| -0.1% | -$3.23K | 0.11% | 200 |
|
|
2024
Q2 | $2.32M | Sell |
20,639
-27
| -0.1% | -$3.04K | 0.11% | 186 |
|
|
2024
Q1 | $2.28M | Buy |
20,666
+9,396
| +83% | +$1.03M | 0.11% | 205 |
|
|
2023
Q4 | $1.15M | Sell |
11,270
-996
| -8% | -$101K | 0.06% | 300 |
|
|
2023
Q3 | $1.13M | Buy |
12,266
+77
| +0.6% | +$7.11K | 0.07% | 292 |
|
|
2023
Q2 | $1.17M | Buy |
12,189
+8,371
| +219% | +$803K | 0.07% | 322 |
|
|
2023
Q1 | $348K | Buy |
+3,818
| New | +$348K | 0.03% | 521 |
|
|
2022
Q1 | – | Sell |
-31,208
| Closed | -$3.3M | – | 175 |
|
|
2021
Q4 | $3.3M | Buy |
31,208
+7,721
| +33% | +$817K | 0.19% | 120 |
|
|
2021
Q3 | $2.35M | Sell |
23,487
-1,084
| -4% | -$108K | 0.16% | 157 |
|
|
2021
Q2 | $2.49M | Sell |
24,571
-8,078
| -25% | -$817K | 0.16% | 156 |
|
|
2021
Q1 | $3.26M | Sell |
32,649
-1,944
| -6% | -$194K | 0.11% | 174 |
|
|
2020
Q4 | $3.14M | Sell |
34,593
-575
| -2% | -$52.2K | 0.13% | 139 |
|
|
2020
Q3 | $2.81M | Sell |
35,168
-40,374
| -53% | -$3.23M | 0.14% | 130 |
|
|
2020
Q2 | $5.57M | Buy |
75,542
+10,509
| +16% | +$775K | 0.31% | 78 |
|
|
2020
Q1 | $4.07M | Buy |
65,033
+24,240
| +59% | +$1.52M | 0.3% | 84 |
|
|
2019
Q4 | $3.23M | Buy |
40,793
+12,515
| +44% | +$992K | 0.25% | 85 |
|
|
2019
Q3 | $2.09M | Buy |
+28,278
| New | +$2.09M | 0.17% | 123 |
|
|
2019
Q1 | $317K | Buy |
+4,391
| New | +$317K | 0.04% | 441 |
|