Colony Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$660K Sell
2023
Q2
$712K Buy
2023
Q1
$703K Sell
2022
Q4
$1.08M Sell
2022
Q3
$1.06M Sell
2022
Q2
$2.17M Sell
2022
Q1
$4.66M Buy
2021
Q4
$3.48M Buy
2021
Q3
$2.16M Sell
2021
Q2
$3.02M Sell
2021
Q1
$3.21M Sell
2020
Q4
$3.38M Sell
2020
Q3
$3.45M Sell
2020
Q2
$3.38M Sell
2020
Q1
$4.84M Sell
2019
Q4
$34.7M Buy
2019
Q3
$6.91M Hold
2019
Q2
$7.02M Hold
2019
Q1
$6.95M Sell
2018
Q4
$16.9M Buy