BBR Partners’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
$5.35M Sell
2025
Q1
$4.88M Buy
2024
Q4
$2.84M Buy
2023
Q4
Sell
2023
Q3
$209K Buy
2019
Q4
Sell
2019
Q3
$2.06M Hold
2019
Q2
$2.06M Hold
2019
Q1
$2.02M Buy
2018
Q4
$1.52M Sell
2018
Q3
$2.14M Hold
2018
Q2
$2.05M Hold
2018
Q1
$2.07M Buy
2017
Q4
$1.98M Buy