Atlas 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
Q2 | $1.58M | Buy |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $1.37M | Sell |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $834K | Buy |
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|
2023
Q4 | $555K | Sell |
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|
2023
Q3 | $551K | Buy |
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|
2023
Q2 | $514K | Hold |
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|
2023
Q1 | $488K | Sell |
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|
2022
Q4 | $471K | Sell |
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|
2022
Q3 | $456K | Buy |
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|
2022
Q2 | $407K | Sell |
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|
2022
Q1 | $557K | Buy |
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|
2021
Q4 | $559K | Buy |
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|
2021
Q3 | $449K | Hold |
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|
2021
Q2 | $455K | Buy |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $172K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $516 | Sell |
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|
2020
Q1 | $9.45K | Hold |
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|
2019
Q4 | $12K | Hold |
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|
2019
Q3 | $11.1K | Hold |
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|
2019
Q2 | $11.1K | Buy |
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