Ashford 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
Q2 | $15.9M | Buy |
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|
2025
Q1 | $14.3M | Sell |
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|
2024
Q4 | $14.5M | Buy |
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|
2024
Q3 | $14.4M | Hold |
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|
2024
Q2 | $13.5M | Buy |
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|
2024
Q1 | $13.2M | Buy |
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|
2023
Q4 | $3.99M | Buy |
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|
2023
Q3 | $2.74M | Buy |
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|
2023
Q2 | $2M | Buy |
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|
2023
Q1 | $1.81M | Buy |
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|
2022
Q4 | $1.6M | Buy |
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|
2022
Q3 | $729K | Hold |
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|
2022
Q2 | $785K | Sell |
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|
2022
Q1 | $4.45M | Sell |
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|
2021
Q4 | $4.77M | Buy |
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|
2021
Q3 | $4.17M | Buy |
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|
2021
Q2 | $2.95M | Buy |
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|
2021
Q1 | $1.99M | Buy |
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|
2020
Q4 | $409K | Buy |
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