Cassia Capital 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 | $720K | Buy |
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|
2025
Q2 | $343K | Buy |
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|
2025
Q1 | $289K | Sell |
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|
2024
Q4 | $303K | Sell |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $912K | Buy |
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|
2022
Q4 | $535K | Sell |
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|
2022
Q3 | $5.7M | Sell |
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|
2022
Q2 | $9.43M | Buy |
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|
2022
Q1 | $10.3M | Sell |
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|
2021
Q4 | $13.3M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $12.8M | Buy |
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|
2021
Q1 | $10.5M | Buy |
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|
2020
Q4 | $8.09M | Buy |
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