Evergreen Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,930
| Closed | -$1.39M | – | 1129 |
|
|
2025
Q1 | $1.39M | Hold |
11,930
| – | – | 0.05% | 286 |
|
|
2024
Q4 | $1.4M | Buy |
11,930
+430
| +4% | +$50.5K | 0.05% | 299 |
|
|
2024
Q3 | $1.37M | Hold |
11,500
| – | – | 0.05% | 291 |
|
|
2024
Q2 | $1.29M | Hold |
11,500
| – | – | 0.05% | 283 |
|
|
2024
Q1 | $1.27M | Hold |
11,500
| – | – | 0.05% | 271 |
|
|
2023
Q4 | $1.17M | Hold |
11,500
| – | – | 0.05% | 275 |
|
|
2023
Q3 | $1.06M | Hold |
11,500
| – | – | 0.05% | 279 |
|
|
2023
Q2 | $1.1M | Buy |
+11,500
| New | +$1.1M | 0.05% | 280 |
|