Gries Financial’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
Q3 | $789K | Buy |
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|
2025
Q2 | $717K | Hold |
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|
2025
Q1 | $649K | Hold |
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|
2024
Q4 | $655K | Hold |
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|
2024
Q3 | $666K | Hold |
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|
2024
Q2 | $627K | Hold |
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|
2024
Q1 | $614K | Sell |
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|
2023
Q4 | $701K | Sell |
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|
2023
Q3 | $637K | Buy |
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|
2023
Q2 | $607K | Sell |
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|
2023
Q1 | $603K | Sell |
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|
2022
Q4 | $929K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4.88M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.71M | Buy |
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