Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $587K | Hold |
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|
2022
Q2 | $632K | Hold |
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|
2022
Q1 | $752K | Hold |
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|
2021
Q4 | $797K | Hold |
|
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|
2021
Q3 | $753K | Hold |
|
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|
2021
Q2 | $763K | Hold |
|
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|
2021
Q1 | $717K | Hold |
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|
2020
Q4 | $684K | Hold |
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|
2020
Q3 | $602K | Hold |
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|
2020
Q2 | $556K | Hold |
|
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|
2020
Q1 | $472K | Hold |
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|
2019
Q4 | $597K | Hold |
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|
2019
Q3 | $556K | Hold |
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|
2019
Q2 | $556K | Hold |
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|
2019
Q1 | $544K | Sell |
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|
2018
Q4 | $587K | Buy |
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|
2018
Q3 | $617K | Buy |
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|
2018
Q2 | $536K | Hold |
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|
2018
Q1 | $540K | Hold |
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|
2017
Q4 | $543K | Hold |
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|
2017
Q3 | $519K | Hold |
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|
2017
Q2 | $494K | Hold |
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|
2017
Q1 | $477K | Hold |
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|
2016
Q4 | $446K | Hold |
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|
2016
Q3 | $445K | Hold |
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|
2016
Q2 | $424K | Buy |
|