CX Institutional’s iShares MSCI ACWI ETF ACWI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21K Hold
165
﹤0.01% 952
2025
Q1
$19K Buy
+165
New +$19K ﹤0.01% 945
2022
Q3
Sell
-27,807
Closed -$2.33M 461
2022
Q2
$2.33M Buy
+27,807
New +$2.33M 0.18% 143
2020
Q2
Sell
-30
Closed -$2K 854
2020
Q1
$2K Sell
30
-5
-14% -$333 ﹤0.01% 648
2019
Q4
$3K Sell
35
-8
-19% -$686 ﹤0.01% 616
2019
Q3
$3K Sell
43
-14
-25% -$977 ﹤0.01% 651
2019
Q2
$4K Sell
57
-673
-92% -$47.2K ﹤0.01% 633
2019
Q1
$53K Sell
730
-11,210
-94% -$814K 0.01% 322
2018
Q4
$766K Buy
11,940
+10,643
+821% +$683K 0.16% 109
2018
Q3
$96K Sell
1,297
-349
-21% -$25.8K 0.03% 147
2018
Q2
$117K Buy
+1,646
New +$117K 0.04% 124