Angeles Investment Advisors’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 | $1.83M | Sell |
14,225
-590
| -4% | -$75.9K | 0.1% | 19 |
|
|
2025
Q1 | $1.72M | Sell |
14,815
-370
| -2% | -$43.1K | 0.09% | 22 |
|
|
2024
Q4 | $1.78M | Sell |
15,185
-265
| -2% | -$31.1K | 0.09% | 32 |
|
|
2024
Q3 | $1.85M | Buy |
15,450
+2,950
| +24% | +$353K | 0.09% | 34 |
|
|
2024
Q2 | $1.41M | Hold |
12,500
| – | – | 0.07% | 39 |
|
|
2024
Q1 | $1.38M | Sell |
12,500
-500
| -4% | -$55.1K | 0.07% | 35 |
|
|
2023
Q4 | $1.32M | Sell |
13,000
-628
| -5% | -$63.9K | 0.08% | 34 |
|
|
2023
Q3 | $1.26M | Buy |
13,628
+908
| +7% | +$83.9K | 0.1% | 29 |
|
|
2023
Q2 | $1.22M | Sell |
12,720
-180
| -1% | -$17.3K | 0.1% | 27 |
|
|
2023
Q1 | $1.18M | Hold |
12,900
| – | – | 0.1% | 26 |
|
|
2022
Q4 | $1.09M | Hold |
12,900
| – | – | 0.09% | 24 |
|
|
2022
Q3 | $1M | Hold |
12,900
| – | – | 0.1% | 22 |
|
|
2022
Q2 | $1.08M | Hold |
12,900
| – | – | 0.1% | 21 |
|
|
2022
Q1 | $1.29M | Hold |
12,900
| – | – | 0.09% | 26 |
|
|
2021
Q4 | $1.37M | Buy |
+12,900
| New | +$1.37M | 0.07% | 67 |
|
|
2019
Q1 | – | Sell |
-67,595
| Closed | -$4.34M | – | 46 |
|
|
2018
Q4 | $4.34M | Buy |
+67,595
| New | +$4.34M | 3.76% | 5 |
|