Intercontinental Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $11.2M | Sell |
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|
2023
Q1 | $11.1M | Sell |
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|
2022
Q4 | $10.5M | Sell |
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|
2022
Q3 | $9.78M | Sell |
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|
2022
Q2 | $11.2M | Sell |
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|
2022
Q1 | $13.3M | Sell |
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|
2021
Q4 | $14.4M | Sell |
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|
2021
Q3 | $14.8M | Sell |
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|
2021
Q2 | $19.2M | Sell |
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|
2021
Q1 | $18.6M | Sell |
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|
2020
Q4 | $23.4M | Sell |
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|
2020
Q3 | $21.7M | Sell |
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|
2020
Q2 | $20.8M | Sell |
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|
2020
Q1 | $17.8M | Buy |
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|
2019
Q4 | $7.73M | Sell |
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|
2019
Q3 | $9.26M | Sell |
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|
2019
Q2 | $9.29M | Buy |
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|
2019
Q1 | $8.97M | Buy |
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|
2018
Q4 | $7.67M | Buy |
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