HoyleCohen’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $398K | Hold |
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|
2023
Q4 | $367K | Sell |
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|
2023
Q3 | $350K | Hold |
|
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $346K | Sell |
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|
2022
Q4 | $410K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $782K | Sell |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.19M | Sell |
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|
2019
Q1 | $1.19M | Sell |
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|
2018
Q4 | $1.23M | Buy |
|