Beacon Investment Advisory Services’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
Q3 | $6.65M | Buy |
|
|||||
|
2025
Q2 | $5.96M | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $283K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $311K | Sell |
|
|||||
|
2021
Q1 | $429K | Hold |
|
|||||
|
2020
Q4 | $409K | Hold |
|
|||||
|
2020
Q3 | $360K | Sell |
|
|||||
|
2020
Q2 | $334K | Sell |
|
|||||
|
2020
Q1 | $361K | Sell |
|
|||||
|
2019
Q4 | $468K | Sell |
|
|||||
|
2019
Q3 | $1.76M | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $1.77M | Buy |
|