Americana Partners’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
$537K Buy
4,176
+74
+2% +$9.52K 0.02% 295
2025
Q1
$477K Buy
4,102
+90
+2% +$10.5K 0.02% 272
2024
Q4
$471K Hold
4,012
0.02% 281
2024
Q3
$480K Sell
4,012
-66
-2% -$7.89K 0.03% 249
2024
Q2
$458K Buy
4,078
+348
+9% +$39.1K 0.04% 234
2024
Q1
$411K Buy
3,730
+142
+4% +$15.6K 0.03% 244
2023
Q4
$365K Sell
3,588
-1,447
-29% -$147K 0.03% 240
2023
Q3
$465K Buy
5,035
+43
+0.9% +$3.97K 0.05% 212
2023
Q2
$479K Buy
4,992
+75
+2% +$7.2K 0.06% 195
2023
Q1
$448K Hold
4,917
0.07% 189
2022
Q4
$417K Buy
+4,917
New +$417K 0.07% 170