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