Choate Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Choate Investment Advisors’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.86M	Buy	13,438 +731	+6%	+$105K	0.04%	177
2025 Q4	$1.8M	Buy	12,707 +484	+4%	+$67.9K	0.04%	171
2025 Q3	$1.69M	Sell	12,223 -12	-0.1%	-$1.59K	0.03%	165
2025 Q2	$1.57M	Buy	12,235 +924	+8%	+$111K	0.03%	159
2025 Q1	$1.32M	Buy	11,311 +988	+10%	+$118K	0.03%	163
2024 Q4	$1.21M	Hold	10,323	–	–	0.03%	175
2024 Q3	$1.23M	Buy	10,323 +265	+3%	+$30.4K	0.03%	174
2024 Q2	$1.13M	Hold	10,058	–	–	0.03%	181
2024 Q1	$1.11M	Buy	10,058 +1,650	+20%	+$173K	0.03%	189
2023 Q4	$856K	Buy	8,408 +7,213	+604%	+$690K	0.03%	200
2023 Q3	$110K	Buy	1,195 +25	+2%	+$2.4K	﹤0.01%	373
2023 Q2	$112K	Sell	1,170 -735	-39%	-$68.2K	﹤0.01%	299
2023 Q1	$174K	Hold	1,905	–	–	0.01%	262
2022 Q4	$162K	Sell	1,905 -125	-6%	-$10.5K	0.01%	270
2022 Q3	$158K	Sell	2,030 -220	-10%	-$19K	0.01%	242
2022 Q2	$189K	Sell	2,250 -90	-4%	-$8.19K	0.01%	255
2022 Q1	$233K	Sell	2,340 -90	-4%	-$8.97K	0.01%	272
2021 Q4	$257K	Sell	2,430 -295	-11%	-$30.8K	0.02%	250
2021 Q3	$272K	Sell	2,725 -385	-12%	-$39.5K	0.02%	231
2021 Q2	$315K	Sell	3,110 -62	-2%	-$6.18K	0.02%	221
2021 Q1	$302K	Sell	3,172 -283	-8%	-$26.6K	0.02%	224
2020 Q4	$313K	Buy	3,455 +65	+2%	+$5.55K	0.02%	200
2020 Q3	$271K	Sell	3,390 -1,040	-23%	-$82.4K	0.02%	216
2020 Q2	$327K	Sell	4,430 -640	-13%	-$44.7K	0.02%	189
2020 Q1	$317K	Sell	5,070 -125	-2%	-$9.26K	0.03%	191
2019 Q4	$412K	Buy	5,195 +490	+10%	+$37.5K	0.03%	172
2019 Q3	$347K	Hold	4,705	–	–	0.02%	185
2019 Q2	$347K	Sell	4,705 -35	-0.7%	-$2.55K	0.02%	184
2019 Q1	$342K	Buy	4,740 +35	+0.7%	+$2.43K	0.02%	190
2018 Q4	$302K	Sell	4,705 -13,350	-74%	-$917K	0.02%	180
2018 Q3	$1.47M	Buy	18,055 +13,545	+300%	+$991K	0.08%	78
2018 Q2	$321K	Buy	4,510 +550	+14%	+$39.9K	0.02%	185
2018 Q1	$284K	Buy	3,960 +1,055	+36%	+$77.7K	0.02%	204
2017 Q4	$209K	Buy	+2,905	New	+$206K	0.01%	232