Annis Gardner Whiting Capital 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
Q1 | – | Sell |
-79,864
| Closed | -$9.38M | – | 739 |
|
|
2024
Q4 | $9.38M | Buy |
79,864
+714
| +0.9% | +$83.9K | 2.63% | 5 |
|
|
2024
Q3 | $9.46M | Hold |
79,150
| – | – | 2.67% | 6 |
|
|
2024
Q2 | $8.9M | Buy |
79,150
+9,132
| +13% | +$1.03M | 2.53% | 7 |
|
|
2024
Q1 | $7.71M | Buy |
70,018
+5,559
| +9% | +$612K | 2.76% | 6 |
|
|
2023
Q4 | $6.56M | Buy |
64,459
+6,988
| +12% | +$711K | 2.9% | 6 |
|
|
2023
Q3 | $5.31M | Buy |
+57,471
| New | +$5.31M | 2.83% | 5 |
|