D.J. St. Germain’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
$953K Hold
2025
Q2
$887K Hold
2025
Q1
$803K Sell
2024
Q4
$814K Hold
2024
Q3
$828K Sell
2024
Q2
$783K Hold
2024
Q1
$767K Hold
2023
Q4
$709K Hold
2023
Q3
$644K Hold
2023
Q2
$669K Buy
2022
Q4
$716K Buy
2022
Q3
$585K Hold
2022
Q2
$585K Sell
2022
Q1
$699K Sell
2021
Q4
$1.49M Buy
2021
Q3
$700K Sell
2021
Q2
$1.43M Hold
2021
Q1
$1.34M Hold
2020
Q4
$1.28M Sell
2020
Q3
$1.13M Hold
2020
Q2
$1.04M Sell
2020
Q1
$889K Hold
2019
Q4
$1.13M Buy