Callan Family Office’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 | $4.88M | Buy |
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|
2025
Q2 | $2.66M | Buy |
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|
2025
Q1 | $2.3M | Sell |
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|
2024
Q4 | $2.92M | Buy |
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|
2024
Q3 | $2.27M | Hold |
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|
2024
Q2 | $2.13M | Hold |
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|
2024
Q1 | $2.09M | Sell |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $1.78M | Sell |
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|
2023
Q2 | $1.88M | Sell |
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|
2023
Q1 | $3.2M | Hold |
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|
2022
Q4 | $2.98M | Buy |
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