Crestone Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $22.6M | Buy |
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|
2023
Q4 | $17.7M | Buy |
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|
2023
Q3 | $15.8M | Sell |
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|
2023
Q2 | $17.2M | Buy |
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|
2023
Q1 | $14.4M | Sell |
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|
2022
Q4 | $13.8M | Buy |
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|
2022
Q3 | $8.92M | Sell |
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|
2022
Q2 | $11M | Buy |
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|
2022
Q1 | $12.9M | Buy |
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|
2021
Q4 | $13M | Buy |
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|
2021
Q3 | $12.2M | Buy |
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|
2021
Q2 | $12.1M | Buy |
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|
2021
Q1 | $6.94M | Sell |
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|
2020
Q4 | $8.47M | Sell |
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|
2020
Q3 | $8.3M | Sell |
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|
2020
Q2 | $7.97M | Buy |
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|
2020
Q1 | $5.91M | Buy |
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|
2019
Q4 | $6.51M | Buy |
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|
2019
Q3 | $5.53M | Buy |
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|
2019
Q2 | $5.39M | Buy |
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|
2019
Q1 | $4.79M | Sell |
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|
2018
Q4 | $6.07M | Buy |
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|
2018
Q3 | $3.19M | Buy |
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|
2018
Q2 | $2.97M | Sell |
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|
2018
Q1 | $3M | Buy |
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|
2017
Q4 | $2.84M | Buy |
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|
2017
Q3 | $2.28M | Buy |
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|
2017
Q2 | $1.41M | Buy |
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