J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $652K | Buy |
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|
2025
Q2 | $603K | Buy |
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|
2025
Q1 | $434K | Sell |
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|
2024
Q4 | $521K | Buy |
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|
2024
Q3 | $507K | Buy |
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|
2024
Q2 | $474K | Buy |
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|
2024
Q1 | $462K | Sell |
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|
2023
Q4 | $427K | Buy |
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|
2023
Q3 | $386K | Hold |
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|
2023
Q2 | $400K | Buy |
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|
2023
Q1 | $379K | Hold |
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $526K | Hold |
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|
2022
Q2 | $567K | Sell |
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|
2022
Q1 | $683K | Buy |
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|
2021
Q4 | $724K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $802K | Buy |
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|
2021
Q1 | $368K | Sell |
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|
2020
Q4 | $358K | Buy |
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|
2020
Q3 | $278K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $359K | Buy |
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