Choate Investment Advisors’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 | $1.57M | Buy |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $1.21M | Hold |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.13M | Hold |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $856K | Buy |
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|
2023
Q3 | $110K | Buy |
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|
2023
Q2 | $112K | Sell |
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|
2023
Q1 | $174K | Hold |
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|
2022
Q4 | $162K | Sell |
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|
2022
Q3 | $158K | Sell |
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|
2022
Q2 | $189K | Sell |
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|
2022
Q1 | $233K | Sell |
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $272K | Sell |
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|
2021
Q2 | $315K | Sell |
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|
2021
Q1 | $302K | Sell |
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|
2020
Q4 | $313K | Buy |
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|
2020
Q3 | $271K | Sell |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $317K | Sell |
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|
2019
Q4 | $412K | Buy |
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|
2019
Q3 | $347K | Hold |
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|
2019
Q2 | $347K | Sell |
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|
2019
Q1 | $342K | Buy |
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|
2018
Q4 | $302K | Sell |
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|
2018
Q3 | $1.47M | Buy |
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|
2018
Q2 | $321K | Buy |
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|
2018
Q1 | $284K | Buy |
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|
2017
Q4 | $209K | Buy |
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