IDA
Intelligence Driven Advisers’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,438
| Closed | -$221K | – | 73 |
|
|
2020
Q4 | $221K | Sell |
2,438
-2,282
| -48% | -$207K | 0.05% | 86 |
|
|
2020
Q3 | $377K | Sell |
4,720
-37,506
| -89% | -$3M | 0.09% | 60 |
|
|
2020
Q2 | $3.11M | Buy |
42,226
+18,377
| +77% | +$1.35M | 1.1% | 25 |
|
|
2020
Q1 | $1.49M | Buy |
23,849
+7,540
| +46% | +$472K | 0.69% | 36 |
|
|
2019
Q4 | $1.29M | Buy |
16,309
+2,236
| +16% | +$177K | 0.59% | 36 |
|
|
2019
Q3 | $1.04M | Buy |
14,073
+3,101
| +28% | +$229K | 0.49% | 35 |
|
|
2019
Q2 | $809K | Buy |
+10,972
| New | +$809K | 0.38% | 43 |
|