Cerity 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
Q2 | $34.7M | Buy |
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|
2025
Q1 | $27.3M | Buy |
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|
2024
Q4 | $17.5M | Sell |
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|
2024
Q3 | $18M | Sell |
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|
2024
Q2 | $17.1M | Sell |
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|
2024
Q1 | $17M | Sell |
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|
2023
Q4 | $15.9M | Buy |
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|
2023
Q3 | $5.43M | Sell |
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|
2023
Q2 | $14.2M | Sell |
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|
2023
Q1 | $13.5M | Buy |
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|
2022
Q4 | $11.2M | Sell |
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|
2022
Q3 | $16.8M | Buy |
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|
2022
Q2 | $14.7M | Buy |
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|
2022
Q1 | $10.6M | Buy |
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|
2021
Q4 | $7.07M | Buy |
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|
2021
Q3 | $3.63M | Buy |
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|
2021
Q2 | $3.62M | Buy |
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|
2021
Q1 | $2.96M | Sell |
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|
2020
Q4 | $3.35M | Buy |
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|
2020
Q3 | $2.67M | Sell |
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|
2020
Q2 | $2.71M | Buy |
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|
2020
Q1 | $2.27M | Buy |
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|
2019
Q4 | $2.61M | Sell |
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|
2019
Q3 | $19.6M | Sell |
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|
2019
Q2 | $19.8M | Sell |
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|
2019
Q1 | $19.6M | Buy |
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|
2018
Q4 | $17.1M | Sell |
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|
2018
Q3 | $19.7M | Buy |
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|
2018
Q2 | $18.9M | Sell |
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|
2018
Q1 | $19.1M | Buy |
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|
2017
Q4 | $19.1M | Sell |
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|
2017
Q3 | $19.9M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $23.5M | Buy |
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