Chesley Taft & Associates’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 | $285K | Hold |
2,220
| – | – | 0.01% | 302 |
|
|
2025
Q1 | $258K | Hold |
2,220
| – | – | 0.01% | 310 |
|
|
2024
Q4 | $261K | Hold |
2,220
| – | – | 0.01% | 300 |
|
|
2024
Q3 | $265K | Hold |
2,220
| – | – | 0.01% | 297 |
|
|
2024
Q2 | $250K | Hold |
2,220
| – | – | 0.01% | 293 |
|
|
2024
Q1 | $244K | Hold |
2,220
| – | – | 0.01% | 297 |
|
|
2023
Q4 | $226K | Hold |
2,220
| – | – | 0.01% | 293 |
|
|
2023
Q3 | $205K | Hold |
2,220
| – | – | 0.01% | 284 |
|
|
2023
Q2 | $213K | Hold |
2,220
| – | – | 0.01% | 287 |
|
|
2023
Q1 | $202K | Buy |
+2,220
| New | +$202K | 0.01% | 282 |
|
|
2022
Q2 | – | Sell |
-2,352
| Closed | -$228K | – | 287 |
|
|
2022
Q1 | $228K | Hold |
2,352
| – | – | 0.01% | 286 |
|
|
2021
Q4 | $249K | Hold |
2,352
| – | – | 0.01% | 284 |
|
|
2021
Q3 | $235K | Buy |
2,352
+132
| +6% | +$13.2K | 0.01% | 288 |
|
|
2021
Q2 | $225K | Hold |
2,220
| – | – | 0.01% | 286 |
|
|
2021
Q1 | $216K | Hold |
2,220
| – | – | 0.01% | 282 |
|
|
2020
Q4 | $201K | Buy |
+2,220
| New | +$201K | 0.01% | 283 |
|