Glass Jacobson Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20
| Closed | -$2.2K | – | 761 |
|
|
2024
Q1 | $2.2K | Hold |
20
| – | – | ﹤0.01% | 675 |
|
|
2023
Q4 | $2.04K | Hold |
20
| – | – | ﹤0.01% | 650 |
|
|
2023
Q3 | $1.85K | Hold |
20
| – | – | ﹤0.01% | 641 |
|
|
2023
Q2 | $1.92K | Buy |
+20
| New | +$1.92K | ﹤0.01% | 648 |
|
|
2022
Q4 | $1.7K | Buy |
+20
| New | +$1.7K | ﹤0.01% | 679 |
|