CIA
Choate Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
12,235
+924
| +8% | +$119K | 0.03% | 159 |
|
|
2025
Q1 | $1.32M | Buy |
11,311
+988
| +10% | +$115K | 0.03% | 163 |
|
|
2024
Q4 | $1.21M | Hold |
10,323
| – | – | 0.03% | 175 |
|
|
2024
Q3 | $1.23M | Buy |
10,323
+265
| +3% | +$31.7K | 0.03% | 174 |
|
|
2024
Q2 | $1.13M | Hold |
10,058
| – | – | 0.03% | 181 |
|
|
2024
Q1 | $1.11M | Buy |
10,058
+1,650
| +20% | +$182K | 0.03% | 189 |
|
|
2023
Q4 | $856K | Buy |
8,408
+7,213
| +604% | +$734K | 0.03% | 200 |
|
|
2023
Q3 | $110K | Buy |
1,195
+25
| +2% | +$2.31K | ﹤0.01% | 373 |
|
|
2023
Q2 | $112K | Sell |
1,170
-735
| -39% | -$70.5K | ﹤0.01% | 299 |
|
|
2023
Q1 | $174K | Hold |
1,905
| – | – | 0.01% | 262 |
|
|
2022
Q4 | $162K | Sell |
1,905
-125
| -6% | -$10.6K | 0.01% | 270 |
|
|
2022
Q3 | $158K | Sell |
2,030
-220
| -10% | -$17.1K | 0.01% | 242 |
|
|
2022
Q2 | $189K | Sell |
2,250
-90
| -4% | -$7.56K | 0.01% | 255 |
|
|
2022
Q1 | $233K | Sell |
2,340
-90
| -4% | -$8.96K | 0.01% | 272 |
|
|
2021
Q4 | $257K | Sell |
2,430
-295
| -11% | -$31.2K | 0.02% | 250 |
|
|
2021
Q3 | $272K | Sell |
2,725
-385
| -12% | -$38.4K | 0.02% | 231 |
|
|
2021
Q2 | $315K | Sell |
3,110
-62
| -2% | -$6.28K | 0.02% | 221 |
|
|
2021
Q1 | $302K | Sell |
3,172
-283
| -8% | -$26.9K | 0.02% | 224 |
|
|
2020
Q4 | $313K | Buy |
3,455
+65
| +2% | +$5.89K | 0.02% | 200 |
|
|
2020
Q3 | $271K | Sell |
3,390
-1,040
| -23% | -$83.1K | 0.02% | 216 |
|
|
2020
Q2 | $327K | Sell |
4,430
-640
| -13% | -$47.2K | 0.02% | 189 |
|
|
2020
Q1 | $317K | Sell |
5,070
-125
| -2% | -$7.82K | 0.03% | 191 |
|
|
2019
Q4 | $412K | Buy |
5,195
+490
| +10% | +$38.9K | 0.03% | 172 |
|
|
2019
Q3 | $347K | Hold |
4,705
| – | – | 0.02% | 185 |
|
|
2019
Q2 | $347K | Sell |
4,705
-35
| -0.7% | -$2.58K | 0.02% | 184 |
|
|
2019
Q1 | $342K | Buy |
4,740
+35
| +0.7% | +$2.53K | 0.02% | 190 |
|
|
2018
Q4 | $302K | Sell |
4,705
-13,350
| -74% | -$857K | 0.02% | 180 |
|
|
2018
Q3 | $1.47M | Buy |
18,055
+13,545
| +300% | +$1.11M | 0.08% | 78 |
|
|
2018
Q2 | $321K | Buy |
4,510
+550
| +14% | +$39.1K | 0.02% | 183 |
|
|
2018
Q1 | $284K | Buy |
3,960
+1,055
| +36% | +$75.6K | 0.02% | 204 |
|
|
2017
Q4 | $209K | Buy |
+2,905
| New | +$209K | 0.01% | 232 |
|