United Capital Financial Advisors’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 | $14.8M | Sell |
114,803
-332
| -0.3% | -$42.7K | 0.12% | 147 |
|
|
2025
Q1 | $13.4M | Sell |
115,135
-32,725
| -22% | -$3.81M | 0.11% | 144 |
|
|
2024
Q4 | $17.4M | Buy |
147,860
+20,258
| +16% | +$2.38M | 0.15% | 128 |
|
|
2024
Q3 | $15.3M | Sell |
127,602
-3,004
| -2% | -$359K | 0.13% | 147 |
|
|
2024
Q2 | $14.7M | Sell |
130,606
-10,578
| -7% | -$1.19M | 0.13% | 148 |
|
|
2024
Q1 | $15.5M | Sell |
141,184
-31,380
| -18% | -$3.46M | 0.13% | 149 |
|
|
2023
Q4 | $17.6M | Sell |
172,564
-42,414
| -20% | -$4.32M | 0.15% | 140 |
|
|
2023
Q3 | $19.9M | Sell |
214,978
-32,491
| -13% | -$3M | 0.13% | 154 |
|
|
2023
Q2 | $23.7M | Buy |
247,469
+7,000
| +3% | +$672K | 0.13% | 143 |
|
|
2023
Q1 | $21.9M | Sell |
240,469
-538,435
| -69% | -$49.1M | 0.12% | 160 |
|
|
2022
Q4 | $66.1M | Buy |
778,904
+473,048
| +155% | +$40.2M | 0.37% | 53 |
|
|
2022
Q3 | $23.8M | Sell |
305,856
-36,830
| -11% | -$2.87M | 0.14% | 140 |
|
|
2022
Q2 | $28.7M | Buy |
342,686
+32,501
| +10% | +$2.73M | 0.16% | 130 |
|
|
2022
Q1 | $31M | Sell |
310,185
-12,232
| -4% | -$1.22M | 0.15% | 137 |
|
|
2021
Q4 | $34.1M | Sell |
322,417
-2,283
| -0.7% | -$241K | 0.16% | 133 |
|
|
2021
Q3 | $32.4M | Sell |
324,700
-7,995
| -2% | -$799K | 0.16% | 129 |
|
|
2021
Q2 | $33.7M | Sell |
332,695
-17,248
| -5% | -$1.75M | 0.17% | 125 |
|
|
2021
Q1 | $33.3M | Sell |
349,943
-940
| -0.3% | -$89.4K | 0.18% | 118 |
|
|
2020
Q4 | $31.8M | Sell |
350,883
-1,251
| -0.4% | -$113K | 0.19% | 118 |
|
|
2020
Q3 | $28.1M | Buy |
352,134
+1,577
| +0.4% | +$126K | 0.18% | 120 |
|
|
2020
Q2 | $25.8M | Buy |
350,557
+10,341
| +3% | +$762K | 0.19% | 118 |
|
|
2020
Q1 | $21.3M | Sell |
340,216
-896
| -0.3% | -$56.1K | 0.18% | 125 |
|
|
2019
Q4 | $27M | Sell |
341,112
-2,072
| -0.6% | -$164K | 0.17% | 128 |
|
|
2019
Q3 | $25.3M | Buy |
343,184
+63,732
| +23% | +$4.7M | 0.18% | 129 |
|
|
2019
Q2 | $20.6M | Buy |
279,452
+5,553
| +2% | +$409K | 0.13% | 157 |
|
|
2019
Q1 | $19.8M | Buy |
273,899
+6,017
| +2% | +$434K | 0.14% | 160 |
|
|
2018
Q4 | $17.2M | Sell |
267,882
-6,180
| -2% | -$397K | 0.14% | 158 |
|
|
2018
Q3 | $20.4M | Buy |
274,062
+34,212
| +14% | +$2.54M | 0.14% | 158 |
|
|
2018
Q2 | $17.1M | Buy |
239,850
+10,320
| +4% | +$734K | 0.13% | 175 |
|
|
2018
Q1 | $16.5M | Buy |
229,530
+13,875
| +6% | +$995K | 0.13% | 186 |
|
|
2017
Q4 | $15.5M | Buy |
215,655
+4,602
| +2% | +$332K | 0.12% | 205 |
|
|
2017
Q3 | $14.5M | Buy |
211,053
+2,807
| +1% | +$193K | 0.12% | 198 |
|
|
2017
Q2 | $13.6M | Buy |
208,246
+3,359
| +2% | +$220K | 0.12% | 192 |
|
|
2017
Q1 | $13M | Sell |
204,887
-2,137
| -1% | -$135K | 0.12% | 196 |
|
|
2016
Q4 | $12.3M | Buy |
207,024
+18,369
| +10% | +$1.09M | 0.12% | 204 |
|
|
2016
Q3 | $11.2M | Buy |
188,655
+5,010
| +3% | +$296K | 0.11% | 220 |
|
|
2016
Q2 | $10.3M | Sell |
183,645
-2,392
| -1% | -$134K | 0.1% | 223 |
|
|
2016
Q1 | $10.4M | Buy |
186,037
+31,785
| +21% | +$1.78M | 0.12% | 191 |
|
|
2015
Q4 | $8.61M | Buy |
154,252
+26,201
| +20% | +$1.46M | 0.1% | 231 |
|
|
2015
Q3 | $6.91M | Buy |
128,051
+27,203
| +27% | +$1.47M | 0.08% | 257 |
|
|
2015
Q2 | $6M | Buy |
100,848
+24,079
| +31% | +$1.43M | 0.07% | 308 |
|
|
2015
Q1 | $4.74M | Buy |
76,769
+19,225
| +33% | +$1.19M | 0.06% | 348 |
|
|
2014
Q4 | $3.37M | Buy |
57,544
+13,911
| +32% | +$814K | 0.05% | 351 |
|
|
2014
Q3 | $2.57M | Buy |
43,633
+15,714
| +56% | +$926K | 0.04% | 379 |
|
|
2014
Q2 | $1.68M | Buy |
27,919
+22,575
| +422% | +$1.36M | 0.03% | 451 |
|
|
2014
Q1 | $311K | Buy |
+5,344
| New | +$311K | 0.01% | 771 |
|