Crewe Advisors’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 | $271K | Hold |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $248K | Hold |
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|
2024
Q3 | $252K | Hold |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $232K | Buy |
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|
2023
Q4 | $82.5K | Hold |
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|
2023
Q3 | $74.9K | Hold |
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|
2023
Q2 | $77.8K | Hold |
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|
2023
Q1 | $73.9K | Hold |
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|
2022
Q4 | $68.8K | Hold |
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|
2022
Q3 | $63K | Buy |
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