Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.33M | Hold |
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|
2022
Q1 | $1.59M | Hold |
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|
2021
Q4 | $1.68M | Sell |
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|
2021
Q3 | $1.74M | Sell |
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|
2021
Q2 | $1.87M | Sell |
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|
2021
Q1 | $1.78M | Hold |
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|
2020
Q4 | $1.7M | Sell |
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|
2020
Q3 | $1.78M | Hold |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | $182K | Hold |
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|
2019
Q4 | $231K | Hold |
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|
2019
Q3 | $215K | Hold |
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|
2019
Q2 | $214K | Hold |
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|
2019
Q1 | $210K | Hold |
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|
2018
Q4 | $187K | Hold |
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|
2018
Q3 | $216K | Hold |
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|
2018
Q2 | $207K | Hold |
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|
2018
Q1 | $209K | Hold |
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|
2017
Q4 | $210K | Hold |
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|
2017
Q3 | $200K | Buy |
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