Boston Family Office’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
+1,600
New +$206K 0.01% 277
2018
Q4
Sell
-5,000
Closed -$371K 247
2018
Q3
$371K Hold
5,000
0.04% 221
2018
Q2
$356K Hold
5,000
0.04% 221
2018
Q1
$358K Hold
5,000
0.04% 215
2017
Q4
$360K Hold
5,000
0.04% 218
2017
Q3
$344K Hold
5,000
0.04% 218
2017
Q2
$327K Hold
5,000
0.04% 217
2017
Q1
$316K Hold
5,000
0.04% 214
2016
Q4
$296K Hold
5,000
0.04% 216
2016
Q3
$295K Hold
5,000
0.04% 216
2016
Q2
$281K Hold
5,000
0.04% 217
2016
Q1
$280K Hold
5,000
0.04% 214
2015
Q4
$279K Hold
5,000
0.04% 211
2015
Q3
$270K Hold
5,000
0.04% 211
2015
Q2
$297K Hold
5,000
0.04% 225
2015
Q1
$300K Hold
5,000
0.04% 222
2014
Q4
$292K Buy
+5,000
New +$292K 0.04% 227
2013
Q4
Sell
-4,600
Closed -$248K 252
2013
Q3
$248K Hold
4,600
0.04% 236
2013
Q2
$230K Buy
+4,600
New +$230K 0.03% 236