YHB Investment 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 | $1.2M | Buy |
9,300
+100
| +1% | +$12.9K | 0.09% | 151 |
|
|
2025
Q1 | $1.07M | Sell |
9,200
-3,700
| -29% | -$431K | 0.09% | 150 |
|
|
2024
Q4 | $1.52M | Sell |
12,900
-300
| -2% | -$35.3K | 0.12% | 133 |
|
|
2024
Q3 | $1.58M | Sell |
13,200
-14,450
| -52% | -$1.73M | 0.13% | 135 |
|
|
2024
Q2 | $3.11M | Sell |
27,650
-1,775
| -6% | -$200K | 0.27% | 91 |
|
|
2024
Q1 | $3.24M | Sell |
29,425
-6,750
| -19% | -$743K | 0.29% | 84 |
|
|
2023
Q4 | $3.68M | Hold |
36,175
| – | – | 0.36% | 74 |
|
|
2023
Q3 | $3.34M | Sell |
36,175
-7,625
| -17% | -$704K | 0.31% | 87 |
|
|
2023
Q2 | $4.2M | Sell |
43,800
-1,175
| -3% | -$113K | 0.39% | 70 |
|
|
2023
Q1 | $4.1M | Buy |
44,975
+41,525
| +1,204% | +$3.79M | 0.41% | 70 |
|
|
2022
Q4 | $293K | Buy |
+3,450
| New | +$293K | 0.03% | 226 |
|