Client 1st Advisory Group’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 | $652K | Hold |
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|
2025
Q2 | $607K | Hold |
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|
2025
Q1 | $549K | Sell |
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|
2024
Q4 | $566K | Buy |
|
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|
2024
Q3 | $446K | Hold |
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|
2024
Q2 | $420K | Hold |
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|
2024
Q1 | $411K | Sell |
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|
2023
Q4 | $490K | Hold |
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|
2023
Q3 | $445K | Sell |
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|
2023
Q2 | $472K | Hold |
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|
2023
Q1 | $449K | Hold |
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|
2022
Q4 | $418K | Hold |
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|
2022
Q3 | $383K | Hold |
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|
2022
Q2 | $413K | Sell |
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|
2022
Q1 | $506K | Hold |
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|
2021
Q4 | $536K | Hold |
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|
2021
Q3 | $506K | Hold |
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|
2021
Q2 | $513K | Sell |
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|
2021
Q1 | $822K | Sell |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $966K | Sell |
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|
2020
Q2 | $3.41M | Sell |
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|
2020
Q1 | $12M | Buy |
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|
2019
Q4 | $14.2M | Buy |
|