GeoWealth Management’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 | $182K | Sell |
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|
2025
Q1 | $168K | Buy |
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|
2024
Q4 | $141K | Hold |
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|
2024
Q3 | $144K | Hold |
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|
2024
Q2 | $135K | Hold |
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|
2024
Q1 | $132K | Hold |
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|
2023
Q4 | $122K | Hold |
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|
2023
Q3 | $111K | Hold |
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|
2023
Q2 | $115K | Buy |
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|
2023
Q1 | $67K | Buy |
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|
2022
Q4 | $62K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $279K | Buy |
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