Steward Partners Investment Advisory’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 | $5.04M | Buy |
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|
2025
Q2 | $4.63M | Buy |
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|
2025
Q1 | $2.29M | Sell |
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|
2024
Q4 | $2.37M | Buy |
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|
2024
Q3 | $2.4M | Buy |
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|
2024
Q2 | $2.22M | Sell |
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|
2024
Q1 | $2.26M | Sell |
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|
2023
Q4 | $2.11M | Hold |
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|
2023
Q3 | $1.92M | Buy |
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|
2023
Q2 | $1.84M | Buy |
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|
2023
Q1 | $1.7M | Sell |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $1.94M | Buy |
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|
2022
Q2 | $348K | Hold |
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|
2022
Q1 | $414K | Hold |
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|
2021
Q4 | $439K | Hold |
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|
2021
Q3 | $415K | Hold |
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|
2021
Q2 | $420K | Hold |
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|
2021
Q1 | $395K | Sell |
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|
2020
Q4 | $598K | Sell |
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|
2020
Q3 | $575K | Buy |
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|
2020
Q2 | $90K | Buy |
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|
2020
Q1 | $22K | Sell |
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|
2019
Q4 | $158K | Buy |
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|
2019
Q3 | $132K | Sell |
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|
2019
Q2 | $161K | Buy |
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