BerganKDV Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $288 | Hold |
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|
2023
Q1 | $274 | Hold |
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|
2022
Q4 | $255 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Sell |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $4K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $11K | Hold |
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|
2019
Q3 | $11K | Hold |
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|
2019
Q2 | $11K | Hold |
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|
2019
Q1 | $10K | Hold |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $10K | Buy |
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