Howe & Rusling’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 |
-28
| Closed | -$3.1K | – | 363 |
|
|
2024
Q1 | $3.1K | Hold |
28
| – | – | ﹤0.01% | 368 |
|
|
2023
Q4 | $2.87K | Hold |
28
| – | – | ﹤0.01% | 354 |
|
|
2023
Q3 | $2.6K | Hold |
28
| – | – | ﹤0.01% | 311 |
|
|
2023
Q2 | $2.7K | Hold |
28
| – | – | ﹤0.01% | 321 |
|
|
2023
Q1 | $2.57K | Hold |
28
| – | – | ﹤0.01% | 301 |
|
|
2022
Q4 | $2.39K | Hold |
28
| – | – | ﹤0.01% | 306 |
|
|
2022
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 834 |
|
|
2022
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 833 |
|
|
2022
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 753 |
|
|
2021
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 779 |
|
|
2021
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 750 |
|
|
2021
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 706 |
|
|
2021
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 711 |
|
|
2020
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 703 |
|
|
2020
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 681 |
|
|
2020
Q2 | $2K | Buy |
28
+7
| +33% | +$500 | ﹤0.01% | 653 |
|
|
2020
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 675 |
|
|
2019
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 655 |
|
|
2019
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 661 |
|
|
2019
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 646 |
|
|
2019
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 653 |
|
|
2018
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 713 |
|
|
2018
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 698 |
|
|
2015
Q4 | – | Sell |
-22
| Closed | -$1K | – | 986 |
|
|
2015
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 889 |
|