Benjamin F. Edwards & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $29K | Buy |
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|
2024
Q1 | $27K | Sell |
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|
2023
Q4 | $25K | Buy |
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|
2023
Q3 | $23K | Buy |
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|
2023
Q2 | $23K | Buy |
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|
2023
Q1 | $21K | Hold |
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|
2022
Q4 | $20K | Buy |
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|
2022
Q3 | $12K | Buy |
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|
2022
Q2 | $9K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $45K | Hold |
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|
2015
Q2 | $49K | Hold |
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|
2015
Q1 | $50K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $5K | Sell |
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|
2014
Q2 | $3.15M | Buy |
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|
2014
Q1 | $2.94M | Buy |
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