Country Club Bank’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
$410K Buy
2025
Q2
$346K Sell
2025
Q1
$348K Buy
2024
Q4
$306K Sell
2024
Q3
$330K Sell
2024
Q2
$325K Hold
2024
Q1
$318K Sell
2023
Q4
$297K Hold
2023
Q3
$270K Hold
2023
Q2
$277K Buy
2023
Q1
$262K Hold
2022
Q4
$246K Hold
2022
Q3
$228K Sell
2022
Q2
$252K Hold
2022
Q1
$303K Buy