Gofen & Glossberg’s iShares MSCI ACWI ETF ACWI Stock Holding History

Gofen & Glossberg’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$590K	Buy
2022 Q3	$506K	Buy
2022 Q2	$503K	Sell
2022 Q1	$698K	Hold
2021 Q4	$740K	Hold
2021 Q3	$699K	Hold
2021 Q2	$708K	Hold
2021 Q1	$666K	Hold
2020 Q4	$635K	Hold
2020 Q3	$559K	Hold
2020 Q2	$516K	Sell
2020 Q1	$447K	Hold
2019 Q4	$567K	Sell
2019 Q3	$530K	Hold
2019 Q2	$530K	Hold
2019 Q1	$519K	Sell
2018 Q4	$490K	Buy
2018 Q3	$523K	Hold
2018 Q2	$501K	Hold
2018 Q1	$505K	Hold
2017 Q4	$508K	Hold
2017 Q3	$484K	Hold
2017 Q2	$461K	Hold
2017 Q1	$445K	Hold
2016 Q4	$417K	Hold
2016 Q3	$416K	Hold
2016 Q2	$396K	Hold
2016 Q1	$395K	Hold
2015 Q4	$393K	Buy
2015 Q3	$378K	Hold
2015 Q2	$416K	Hold
2015 Q1	$420K	Hold
2014 Q4	$410K	Hold
2014 Q3	$412K	Hold
2014 Q2	$422K	Hold
2014 Q1	$405K	Hold
2013 Q4	$403K	Hold
2013 Q3	$377K	Hold
2013 Q2	$350K	Buy