Advisors Capital Management’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
Q1 | – | Sell |
-4,507
| Closed | -$530K | – | 507 |
|
|
2024
Q4 | $530K | Buy |
+4,507
| New | +$530K | 0.01% | 367 |
|
|
2024
Q1 | – | Sell |
-22,137
| Closed | -$2.25M | – | 466 |
|
|
2023
Q4 | $2.25M | Buy |
+22,137
| New | +$2.25M | 0.05% | 246 |
|
|
2023
Q1 | – | Sell |
-13,503
| Closed | -$1.15M | – | 429 |
|
|
2022
Q4 | $1.15M | Buy |
13,503
+6,316
| +88% | +$536K | 0.03% | 243 |
|
|
2022
Q3 | $624K | Buy |
+7,187
| New | +$624K | 0.02% | 296 |
|
|
2022
Q1 | – | Sell |
-5,579
| Closed | -$590K | – | 426 |
|
|
2021
Q4 | $590K | Buy |
+5,579
| New | +$590K | 0.02% | 304 |
|