Insigneo Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
17,965
+2,325
| +15% | +$299K | 0.2% | 97 |
|
|
2025
Q1 | $1.82M | Buy |
15,640
+1,587
| +11% | +$185K | 0.19% | 108 |
|
|
2024
Q4 | $1.65M | Buy |
14,053
+4,272
| +44% | +$502K | 0.17% | 111 |
|
|
2024
Q3 | $1.17M | Hold |
9,781
| – | – | 0.12% | 163 |
|
|
2024
Q2 | $1.05M | Buy |
9,781
+515
| +6% | +$55.2K | 0.12% | 164 |
|
|
2024
Q1 | $1.02M | Buy |
9,266
+2,000
| +28% | +$220K | 0.12% | 162 |
|
|
2023
Q4 | $739K | Hold |
7,266
| – | – | 0.1% | 177 |
|
|
2023
Q3 | $671K | Hold |
7,266
| – | – | 0.14% | 151 |
|
|
2023
Q2 | $697K | Buy |
+7,266
| New | +$697K | 0.13% | 154 |
|