Colony 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
2023
Q3
$10.4M Buy
2023
Q2
$10.3M Buy
2023
Q1
$8.7M Buy
2022
Q4
$3.73M Buy
2022
Q3
$2.03M Buy
2022
Q2
$349K Buy
2022
Q1
$368K Buy
2021
Q4
$384K Sell
2021
Q3
$492K Buy
2021
Q2
$404K Buy
2021
Q1
$292K Buy
2020
Q2
Sell
2020
Q1
$225K Sell
2019
Q4
$498K Sell
2019
Q3
$551K Sell
2019
Q2
$587K Sell
2019
Q1
$641K Sell
2018
Q4
$592K Buy
2018
Q3
$462K Buy