Callan 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 | $2.66M | Buy |
20,675
+905
| +5% | +$116K | 0.08% | 235 |
|
|
2025
Q1 | $2.3M | Sell |
19,770
-5,105
| -21% | -$594K | 0.17% | 117 |
|
|
2024
Q4 | $2.92M | Buy |
24,875
+5,895
| +31% | +$693K | 0.19% | 107 |
|
|
2024
Q3 | $2.27M | Hold |
18,980
| – | – | 0.38% | 40 |
|
|
2024
Q2 | $2.13M | Hold |
18,980
| – | – | 0.41% | 40 |
|
|
2024
Q1 | $2.09M | Sell |
18,980
-175
| -0.9% | -$19.3K | 0.49% | 32 |
|
|
2023
Q4 | $1.95M | Sell |
19,155
-130
| -0.7% | -$13.2K | 0.48% | 33 |
|
|
2023
Q3 | $1.78M | Sell |
19,285
-300
| -2% | -$27.7K | 0.47% | 33 |
|
|
2023
Q2 | $1.88M | Sell |
19,585
-15,500
| -44% | -$1.49M | 0.5% | 30 |
|
|
2023
Q1 | $3.2M | Hold |
35,085
| – | – | 0.78% | 27 |
|
|
2022
Q4 | $2.98M | Buy |
+35,085
| New | +$2.98M | 0.96% | 24 |
|