BSW Wealth 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
Q3 | $4.29M | Buy |
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|
2025
Q2 | $3.97M | Buy |
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|
2025
Q1 | $3.59M | Sell |
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|
2024
Q4 | $3.63M | Buy |
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|
2024
Q3 | $3.66M | Sell |
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|
2024
Q2 | $3.56M | Sell |
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|
2024
Q1 | $3.51M | Buy |
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|
2023
Q4 | $3.19M | Sell |
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|
2023
Q3 | $2.9M | Sell |
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|
2023
Q2 | $3.03M | Sell |
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|
2023
Q1 | $2.95M | Buy |
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|
2022
Q4 | $2.73M | Sell |
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|
2022
Q3 | $2.66M | Sell |
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|
2022
Q2 | $2.99M | Buy |
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|
2022
Q1 | $3.36M | Sell |
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|
2021
Q4 | $3.71M | Sell |
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|
2021
Q3 | $3.57M | Sell |
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|
2021
Q2 | $3.99M | Sell |
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|
2021
Q1 | $3.78M | Sell |
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|
2020
Q4 | $3.71M | Sell |
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|
2020
Q3 | $3.3M | Sell |
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|
2020
Q2 | $3.33M | Buy |
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|
2020
Q1 | $2.08M | Sell |
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|
2019
Q4 | $3.39M | Buy |
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|
2019
Q3 | $3.15M | Sell |
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|
2019
Q2 | $3.19M | Buy |
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|
2019
Q1 | $3.12M | Sell |
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|
2018
Q4 | $9.22M | Buy |
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|
2018
Q3 | $2.22M | Sell |
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|
2018
Q2 | $2.14M | Buy |
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|
2018
Q1 | $2.03M | Buy |
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|
2017
Q4 | $2.03M | Buy |
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|
2017
Q3 | $1.94M | Hold |
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|
2017
Q2 | $1.84M | Buy |
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|
2017
Q1 | $1.75M | Sell |
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|
2016
Q4 | $1.65M | Buy |
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|
2016
Q3 | $26.8K | Sell |
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|
2016
Q2 | $1.51M | Buy |
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|
2016
Q1 | $1.5M | Buy |
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|
2015
Q4 | $1.31M | Sell |
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|
2015
Q3 | $2.33M | Buy |
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|
2015
Q2 | $1.3M | Hold |
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|
2015
Q1 | $1.31M | Buy |
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|
2014
Q4 | $1.24M | Buy |
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|
2014
Q3 | $993K | Hold |
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|
2014
Q2 | $1.02M | Hold |
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|
2014
Q1 | $981K | Buy |
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|
2013
Q4 | $853K | Hold |
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|
2013
Q3 | $798K | Sell |
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|
2013
Q2 | $762K | Buy |
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