JCM
J2 Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,000
| Closed | -$235K | – | 105 |
|
2024
Q4 | $235K | Buy |
+2,000
| New | +$235K | 0.22% | 101 |
|
2023
Q3 | $208K | Sell |
2,255
-35
| -2% | -$3.23K | 0.26% | 94 |
|
2023
Q2 | $220K | Hold |
2,290
| – | – | 0.26% | 94 |
|
2023
Q1 | $209K | Buy |
+2,290
| New | +$209K | 0.32% | 87 |
|
2022
Q3 | – | Sell |
-2,722
| Closed | -$228K | – | 76 |
|
2022
Q2 | $228K | Sell |
2,722
-65
| -2% | -$5.45K | 0.35% | 76 |
|
2022
Q1 | $278K | Hold |
2,787
| – | – | 0.3% | 77 |
|
2021
Q4 | $295K | Buy |
+2,787
| New | +$295K | 0.28% | 82 |
|