Cherrydale Wealth Management’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 | $1.46M | Hold |
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|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.22M | Hold |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.24M | Hold |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.13M | Hold |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $942K | Hold |
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|
2023
Q2 | $978K | Buy |
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|
2023
Q1 | $920K | Hold |
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|
2022
Q4 | $857K | Buy |
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|
2022
Q3 | $780K | Buy |
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|
2022
Q2 | $840K | Buy |
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|
2022
Q1 | $989K | Buy |
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|
2021
Q4 | $1.05M | Buy |
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