Stephens Inc’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
Q3 | $518K | Hold |
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|
2025
Q2 | $481K | Hold |
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|
2025
Q1 | $436K | Buy |
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|
2024
Q4 | $436K | Hold |
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|
2024
Q3 | $443K | Hold |
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|
2024
Q2 | $417K | Hold |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $420K | Hold |
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|
2023
Q3 | $382K | Buy |
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|
2023
Q2 | $356K | Hold |
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|
2023
Q1 | $338K | Hold |
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|
2022
Q4 | $315K | Hold |
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|
2022
Q3 | $289K | Hold |
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|
2022
Q2 | $311K | Hold |
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|
2022
Q1 | $370K | Hold |
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|
2021
Q4 | $392K | Hold |
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|
2021
Q3 | $370K | Hold |
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|
2021
Q2 | $375K | Hold |
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|
2021
Q1 | $353K | Hold |
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|
2020
Q4 | $336K | Buy |
|