Congress Wealth Management’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 | $9.61M | Buy |
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|
2025
Q1 | $4.38M | Sell |
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|
2024
Q4 | $4.44M | Buy |
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|
2024
Q3 | $4.36M | Buy |
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|
2024
Q2 | $4.06M | Sell |
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|
2024
Q1 | $4.02M | Sell |
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|
2023
Q4 | $3.81M | Sell |
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|
2023
Q3 | $3.75M | Buy |
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|
2023
Q2 | $3.86M | Sell |
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|
2023
Q1 | $3.67M | Sell |
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|
2022
Q4 | $3.63M | Buy |
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|
2022
Q3 | $3.07M | Buy |
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|
2022
Q2 | $2.6M | Sell |
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|
2022
Q1 | $3.29M | Sell |
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|
2021
Q4 | $4.01M | Buy |
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