JMG Financial Group’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 | $1.38M | Hold |
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|
2025
Q2 | $1.29M | Hold |
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|
2025
Q1 | $1.16M | Hold |
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|
2024
Q4 | $1.18M | Hold |
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|
2024
Q3 | $1.2M | Hold |
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|
2024
Q2 | $1.12M | Hold |
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|
2024
Q1 | $1.1M | Hold |
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|
2023
Q4 | $1.02M | Hold |
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|
2023
Q3 | $924K | Hold |
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|
2023
Q2 | $959K | Hold |
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|
2023
Q1 | $912K | Hold |
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|
2022
Q4 | $849K | Hold |
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|
2022
Q3 | $778K | Hold |
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|
2022
Q2 | $839K | Buy |
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|
2022
Q1 | $982K | Hold |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $984K | Hold |
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|
2021
Q2 | $996K | Hold |
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|
2021
Q1 | $937K | Hold |
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|
2020
Q4 | $893K | Hold |
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|
2020
Q3 | $787K | Hold |
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|
2020
Q2 | $726K | Hold |
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|
2020
Q1 | $616K | Hold |
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|
2019
Q4 | $780K | Hold |
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|
2019
Q3 | $726K | Hold |
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|
2019
Q2 | $726K | Hold |
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|
2019
Q1 | $710K | Hold |
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|
2018
Q4 | $632K | Hold |
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|
2018
Q3 | $731K | Hold |
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|
2018
Q2 | $700K | Hold |
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|
2018
Q1 | $706K | Hold |
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|
2017
Q4 | $710K | Buy |
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