Halbert Hargrove Global Advisors’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 | $705K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $570K | Hold |
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|
2017
Q1 | $551K | Hold |
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|
2016
Q4 | $515K | Hold |
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|
2016
Q3 | $515K | Hold |
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|
2016
Q2 | $490K | Sell |
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|
2016
Q1 | $951K | Hold |
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|
2015
Q4 | $946K | Hold |
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|
2015
Q3 | $915K | Hold |
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|
2015
Q2 | $1.01M | Sell |
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|
2015
Q1 | $1.09M | Sell |
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|
2014
Q4 | $1.22M | Buy |
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|
2014
Q3 | $1.23M | Sell |
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|
2014
Q2 | $1.37M | Hold |
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|
2014
Q1 | $1.32M | Hold |
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|
2013
Q4 | $1.31M | Sell |
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|
2013
Q3 | $1.24M | Sell |
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|
2013
Q2 | $1.2M | Buy |
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