ACG Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $873K | Hold |
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|
2021
Q4 | $926K | Hold |
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|
2021
Q3 | $874K | Hold |
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|
2021
Q2 | $885K | Hold |
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|
2021
Q1 | $833K | Sell |
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|
2020
Q4 | $1.7M | Hold |
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|
2020
Q3 | $1.5M | Hold |
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|
2020
Q2 | $1.38M | Sell |
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|
2020
Q1 | $1.35M | Hold |
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|
2019
Q4 | $1.71M | Hold |
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|
2019
Q3 | $1.59M | Hold |
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|
2019
Q2 | $1.59M | Hold |
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|
2019
Q1 | $1.55M | Sell |
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|
2018
Q4 | $1.39M | Buy |
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