Alpha Cubed Investments’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
Q2 | $618K | Sell |
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|
2025
Q1 | $573K | Sell |
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|
2024
Q4 | $599K | Sell |
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|
2024
Q3 | $623K | Hold |
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|
2024
Q2 | $586K | Buy |
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $312K | Buy |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $329K | Sell |
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|
2022
Q3 | $335K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $423K | Buy |
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|
2019
Q3 | $393K | Buy |
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|
2019
Q2 | $372K | Sell |
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|
2019
Q1 | $390K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $406K | Buy |
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