Strategic Financial Partners’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 | $723K | Hold |
5,620
| – | – | 0.34% | 41 |
|
|
2025
Q1 | $654K | Hold |
5,620
| – | – | 0.34% | 43 |
|
|
2024
Q4 | $660K | Sell |
5,620
-75
| -1% | -$8.81K | 0.34% | 41 |
|
|
2024
Q3 | $681K | Sell |
5,695
-50
| -0.9% | -$5.98K | 0.35% | 41 |
|
|
2024
Q2 | $646K | Hold |
5,745
| – | – | 0.36% | 42 |
|
|
2024
Q1 | $633K | Hold |
5,745
| – | – | 0.35% | 42 |
|
|
2023
Q4 | $585K | Hold |
5,745
| – | – | 0.34% | 41 |
|
|
2023
Q3 | $531K | Hold |
5,745
| – | – | 0.32% | 43 |
|
|
2023
Q2 | $551K | Sell |
5,745
-35
| -0.6% | -$3.36K | 0.31% | 44 |
|
|
2023
Q1 | $527K | Sell |
5,780
-525
| -8% | -$47.9K | 0.32% | 42 |
|
|
2022
Q4 | $535K | Hold |
6,305
| – | – | 0.33% | 39 |
|
|
2022
Q3 | $491K | Buy |
6,305
+438
| +7% | +$34.1K | 0.31% | 35 |
|
|
2022
Q2 | $492K | Buy |
5,867
+87
| +2% | +$7.3K | 0.29% | 40 |
|
|
2022
Q1 | $577K | Hold |
5,780
| – | – | 0.29% | 40 |
|
|
2021
Q4 | $611K | Buy |
5,780
+665
| +13% | +$70.3K | 0.3% | 42 |
|
|
2021
Q3 | $511K | Hold |
5,115
| – | – | 0.27% | 45 |
|
|
2021
Q2 | $518K | Buy |
5,115
+330
| +7% | +$33.4K | 0.29% | 43 |
|
|
2021
Q1 | $455K | Hold |
4,785
| – | – | 0.27% | 45 |
|
|
2020
Q4 | $434K | Hold |
4,785
| – | – | 0.28% | 44 |
|
|
2020
Q3 | $382K | Hold |
4,785
| – | – | 0.3% | 44 |
|
|
2020
Q2 | $353K | Buy |
+4,785
| New | +$353K | 0.29% | 44 |
|