Essex Financial Services’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 | $293K | Hold |
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|
2025
Q1 | $265K | Hold |
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|
2024
Q4 | $268K | Sell |
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|
2024
Q3 | $286K | Sell |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $442K | Sell |
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|
2023
Q4 | $419K | Hold |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $455K | Hold |
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|
2023
Q1 | $432K | Hold |
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|
2022
Q4 | $402K | Hold |
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $397K | Hold |
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|
2022
Q1 | $473K | Hold |
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|
2021
Q4 | $501K | Hold |
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|
2021
Q3 | $473K | Buy |
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|
2021
Q2 | $365K | Hold |
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|
2021
Q1 | $365K | Buy |
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|
2020
Q4 | $205K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $235K | Hold |
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|
2014
Q1 | $227K | Hold |
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|
2013
Q4 | $225K | Buy |
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