Baker Avenue Asset Management’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 | $290K | Hold |
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|
2025
Q1 | $263K | Hold |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $270K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $158K | Hold |
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|
2023
Q2 | $165K | Hold |
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|
2023
Q1 | $156K | Hold |
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|
2022
Q4 | $146K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $561K | Sell |
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|
2021
Q1 | $588K | Sell |
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|
2020
Q4 | $597K | Sell |
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|
2020
Q3 | $711K | Sell |
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|
2020
Q2 | $1.01M | Sell |
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|
2020
Q1 | $1.23M | Sell |
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|
2019
Q4 | $4.93M | Hold |
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|
2019
Q3 | $4.59M | Sell |
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|
2019
Q2 | $4.64M | Sell |
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|
2019
Q1 | $4.56M | Sell |
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|
2018
Q4 | $10.8M | Sell |
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|
2018
Q3 | $16.9M | Sell |
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|
2018
Q2 | $16.4M | Sell |
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|
2018
Q1 | $16.8M | Sell |
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|
2017
Q4 | $17.1M | Sell |
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|
2017
Q3 | $16.6M | Buy |
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|
2017
Q2 | $12.6M | Sell |
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|
2017
Q1 | $14M | Sell |
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|
2016
Q4 | $16.5M | Sell |
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|
2016
Q3 | $29M | Sell |
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|
2016
Q2 | $41.8M | Buy |
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|
2016
Q1 | $36.7M | Buy |
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|
2015
Q4 | $23.6M | Buy |
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