Bellwether 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 | $710K | Buy |
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|
2025
Q1 | $624K | Buy |
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|
2024
Q4 | $608K | Buy |
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|
2024
Q3 | $614K | Buy |
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|
2024
Q2 | $560K | Buy |
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|
2024
Q1 | $515K | Buy |
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|
2023
Q4 | $469K | Sell |
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|
2023
Q3 | $441K | Buy |
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|
2023
Q2 | $455K | Buy |
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|
2023
Q1 | $426K | Sell |
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $382K | Sell |
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|
2022
Q2 | $738K | Sell |
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|
2022
Q1 | $934K | Sell |
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|
2021
Q4 | $1.01M | Hold |
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|
2021
Q3 | $954K | Sell |
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|
2021
Q2 | $973K | Sell |
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|
2021
Q1 | $917K | Sell |
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|
2020
Q4 | $961K | Buy |
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