Edmond de Rothschild Holding’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
Q2 | $1.89M | Hold |
|
|||||
|
2025
Q1 | $1.71M | Sell |
|
|||||
|
2024
Q4 | $1.74M | Hold |
|
|||||
|
2024
Q3 | $1.77M | Hold |
|
|||||
|
2024
Q2 | $1.66M | Hold |
|
|||||
|
2024
Q1 | $1.63M | Hold |
|
|||||
|
2023
Q4 | $1.51M | Buy |
|
|||||
|
2023
Q3 | $1.18M | Buy |
|
|||||
|
2023
Q2 | $1.06M | Sell |
|
|||||
|
2023
Q1 | $1.27M | Sell |
|
|||||
|
2022
Q4 | $1.38M | Sell |
|
|||||
|
2022
Q3 | $1.37M | Hold |
|
|||||
|
2022
Q2 | $1.47M | Sell |
|
|||||
|
2022
Q1 | $2.45M | Sell |
|
|||||
|
2021
Q4 | $2.85M | Buy |
|
|||||
|
2021
Q3 | $2.66M | Sell |
|
|||||
|
2021
Q2 | $3M | Sell |
|
|||||
|
2021
Q1 | $3.47M | Sell |
|
|||||
|
2020
Q4 | $3.44M | Buy |
|
|||||
|
2020
Q3 | $2.8M | Buy |
|
|||||
|
2020
Q2 | $2.54M | Sell |
|
|||||
|
2020
Q1 | $2.28M | Buy |
|
|||||
|
2019
Q4 | $2.76M | Sell |
|
|||||
|
2019
Q3 | $2.73M | Sell |
|
|||||
|
2019
Q2 | $2.88M | Buy |
|
|||||
|
2019
Q1 | $2.74M | Sell |
|
|||||
|
2018
Q4 | $2.48M | Buy |
|
|||||
|
2018
Q3 | $2.38M | Buy |
|
|||||
|
2018
Q2 | $2.24M | Buy |
|
|||||
|
2018
Q1 | $2.04M | Buy |
|
|||||
|
2017
Q4 | $1.82M | Sell |
|
|||||
|
2017
Q3 | $1.96M | Sell |
|
|||||
|
2017
Q2 | $1.98M | Sell |
|
|||||
|
2017
Q1 | $2.26M | Sell |
|
|||||
|
2016
Q4 | $2.32M | Sell |
|
|||||
|
2016
Q3 | $2.48M | Sell |
|
|||||
|
2016
Q2 | $2.57M | Sell |
|
|||||
|
2016
Q1 | $2.81M | Sell |
|
|||||
|
2015
Q4 | $17.4M | Buy |
|
|||||
|
2015
Q3 | $16.8M | Sell |
|
|||||
|
2015
Q2 | $18.6M | Buy |
|