CAI
Capital Advisors Inc’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Buy |
934,498
+12,603
| +1% | +$1.62M | 2.16% | 8 |
|
|
2025
Q1 | $107M | Buy |
921,895
+231,559
| +34% | +$27M | 2.14% | 8 |
|
|
2024
Q4 | $81.1M | Buy |
690,336
+18,999
| +3% | +$2.23M | 1.62% | 13 |
|
|
2024
Q3 | $80.3M | Buy |
671,337
+16,313
| +2% | +$1.95M | 1.61% | 14 |
|
|
2024
Q2 | $73.6M | Buy |
+655,024
| New | +$73.6M | 1.52% | 14 |
|