Centerstone Investors’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 | $2.06M | Sell |
15,984
-43,316
| -73% | -$5.57M | 8.43% | 2 |
|
|
2025
Q1 | $6.9M | Buy |
+59,300
| New | +$6.9M | 16.37% | 2 |
|
|
2023
Q4 | – | Sell |
-133,000
| Closed | -$12.3M | – | 25 |
|
|
2023
Q3 | $12.3M | Hold |
133,000
| – | – | 12.55% | 1 |
|
|
2023
Q2 | $12.8M | Hold |
133,000
| – | – | 12.71% | 1 |
|
|
2023
Q1 | $12.1M | Buy |
+133,000
| New | +$12.1M | 14.25% | 1 |
|