AE Wealth Management’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 | $118K | Buy |
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|
2025
Q2 | $91.9K | Hold |
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|
2025
Q1 | $83.2K | Sell |
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|
2024
Q4 | $86.3K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $5.24M | Sell |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q2 | $10.1M | Buy |
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|
2023
Q1 | $8.25M | Buy |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $2.14M | Sell |
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|
2022
Q2 | $2.42M | Sell |
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|
2022
Q1 | $3.4M | Buy |
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|
2021
Q4 | $3.06M | Buy |
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|
2021
Q3 | $723K | Sell |
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|
2021
Q2 | $4.12M | Buy |
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|
2021
Q1 | $3.72M | Sell |
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|
2020
Q4 | $3.58M | Sell |
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|
2020
Q3 | $3.26M | Sell |
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|
2020
Q2 | $3.07M | Sell |
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|
2020
Q1 | $5.25M | Buy |
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|
2019
Q4 | $4.16M | Buy |
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|
2019
Q3 | $3.51M | Buy |
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|
2019
Q2 | $1.62M | Buy |
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