Anchor Capital Advisors’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 | $757K | Sell |
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|
2025
Q2 | $714K | Sell |
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|
2025
Q1 | $718K | Sell |
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|
2024
Q4 | $732K | Sell |
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|
2024
Q3 | $764K | Hold |
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|
2024
Q2 | $718K | Sell |
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|
2024
Q1 | $799K | Hold |
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|
2023
Q4 | $738K | Hold |
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|
2023
Q3 | $670K | Sell |
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|
2023
Q2 | $718K | Hold |
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|
2023
Q1 | $682K | Hold |
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|
2022
Q4 | $635K | Hold |
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|
2022
Q3 | $582K | Hold |
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|
2022
Q2 | $627K | Buy |
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|
2022
Q1 | $7.48M | Sell |
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|
2021
Q4 | $800K | Sell |
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|
2021
Q3 | $803K | Hold |
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|
2021
Q2 | $814K | Sell |
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|
2021
Q1 | $768K | Hold |
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|
2020
Q4 | $732K | Buy |
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|
2020
Q3 | $8.07M | Sell |
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|
2020
Q2 | $597K | Sell |
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|
2020
Q1 | $717K | Hold |
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|
2019
Q4 | $908K | Sell |
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|
2019
Q3 | $854K | Sell |
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|
2019
Q2 | $886K | Sell |
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|
2019
Q1 | $940K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.12M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $235K | Buy |
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