Eagle Rock Investment Company’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$540K Hold
2025
Q2
$506K Sell
2025
Q1
$665K Hold
2024
Q4
$626K Hold
2024
Q3
$687K Hold
2024
Q2
$638K Hold
2024
Q1
$641K Sell
2023
Q4
$727K Hold
2023
Q3
$670K Hold
2023
Q2
$718K Hold
2023
Q1
$695K Hold
2022
Q4
$686K Hold
2022
Q3
$570K Hold
2022
Q2
$641K Buy