Creative Planning’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 | $6.86M | Sell |
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|
2025
Q2 | $6.74M | Buy |
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|
2025
Q1 | $5.81M | Buy |
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|
2024
Q4 | $5.33M | Sell |
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|
2024
Q3 | $5.53M | Buy |
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|
2024
Q2 | $4.34M | Buy |
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|
2024
Q1 | $4.22M | Sell |
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|
2023
Q4 | $3.91M | Sell |
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|
2023
Q3 | $3.56M | Buy |
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|
2023
Q2 | $3.68M | Buy |
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|
2023
Q1 | $3.38M | Sell |
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|
2022
Q4 | $3.25M | Buy |
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|
2022
Q3 | $2.97M | Buy |
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|
2022
Q2 | $3.07M | Buy |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.88M | Sell |
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|
2021
Q3 | $1.93M | Buy |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $2.07M | Buy |
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|
2020
Q4 | $1.88M | Sell |
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|
2020
Q3 | $1.67M | Sell |
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|
2020
Q2 | $1.77M | Buy |
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|
2020
Q1 | $832K | Buy |
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|
2019
Q4 | $791K | Buy |
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|
2019
Q3 | $717K | Buy |
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|
2019
Q2 | $488K | Buy |
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|
2019
Q1 | $462K | Sell |
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|
2018
Q4 | $482K | Sell |
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|
2018
Q3 | $1.28M | Buy |
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|
2018
Q2 | $457K | Sell |
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|
2018
Q1 | $508K | Sell |
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|
2017
Q4 | $560K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $374K | Sell |
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|
2017
Q1 | $425K | Buy |
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|
2016
Q4 | $302K | Sell |
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|
2016
Q3 | $309K | Sell |
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|
2016
Q2 | $303K | Buy |
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|
2016
Q1 | $104K | Buy |
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|
2015
Q4 | $4K | Hold |
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|
2015
Q3 | $4K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $3K | Sell |
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|
2014
Q4 | $123K | Hold |
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|
2014
Q3 | $124K | Buy |
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|
2014
Q2 | $126K | Sell |
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|
2014
Q1 | $133K | Sell |
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|
2013
Q4 | $175K | Buy |
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|
2013
Q3 | $122K | Buy |
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|
2013
Q2 | $2K | Buy |
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