Blue Chip 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 | $260K | Buy |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $224K | Buy |
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|
2024
Q3 | $227K | Hold |
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|
2024
Q2 | $214K | Sell |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $209K | Buy |
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|
2023
Q3 | $186K | Buy |
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|
2023
Q2 | $192K | Buy |
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|
2023
Q1 | $171K | Buy |
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|
2022
Q4 | $158K | Sell |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q2 | $251K | Sell |
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|
2022
Q1 | $310K | Buy |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $248K | Buy |
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|
2021
Q1 | $211K | Buy |
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