Valeo Financial Advisors’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 | $1.57M | Buy |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $994K | Buy |
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|
2024
Q1 | $935K | Sell |
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|
2023
Q4 | $961K | Sell |
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|
2023
Q3 | $945K | Sell |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $916K | Buy |
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|
2022
Q3 | $834K | Buy |
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|
2022
Q2 | $836K | Buy |
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|
2022
Q1 | $958K | Buy |
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|
2021
Q4 | $812K | Buy |
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|
2021
Q3 | $712K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $664K | Sell |
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|
2020
Q4 | $667K | Buy |
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|
2020
Q3 | $502K | Sell |
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|
2020
Q2 | $489K | Buy |
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|
2020
Q1 | $432K | Buy |
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|
2019
Q4 | $447K | Sell |
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|
2019
Q3 | $418K | Buy |
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|
2019
Q2 | $410K | Buy |
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|
2019
Q1 | $342K | Buy |
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|
2018
Q4 | $221K | Sell |
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|
2018
Q3 | $289K | Buy |
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|
2018
Q2 | $167K | Buy |
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|
2018
Q1 | $138K | Buy |
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|
2017
Q4 | $121K | Hold |
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|
2017
Q3 | $115K | Buy |
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