JMG Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.29M | Hold |
10,000
| – | – | 0.04% | 63 |
|
2025
Q1 | $1.16M | Hold |
10,000
| – | – | 0.04% | 64 |
|
2024
Q4 | $1.18M | Hold |
10,000
| – | – | 0.04% | 65 |
|
2024
Q3 | $1.2M | Hold |
10,000
| – | – | 0.04% | 65 |
|
2024
Q2 | $1.12M | Hold |
10,000
| – | – | 0.04% | 65 |
|
2024
Q1 | $1.1M | Hold |
10,000
| – | – | 0.04% | 65 |
|
2023
Q4 | $1.02M | Hold |
10,000
| – | – | 0.04% | 66 |
|
2023
Q3 | $924K | Hold |
10,000
| – | – | 0.04% | 66 |
|
2023
Q2 | $959K | Hold |
10,000
| – | – | 0.05% | 65 |
|
2023
Q1 | $912K | Hold |
10,000
| – | – | 0.05% | 62 |
|
2022
Q4 | $849K | Hold |
10,000
| – | – | 0.05% | 58 |
|
2022
Q3 | $778K | Hold |
10,000
| – | – | 0.05% | 53 |
|
2022
Q2 | $839K | Buy |
10,000
+157
| +2% | +$13.2K | 0.05% | 52 |
|
2022
Q1 | $982K | Hold |
9,843
| – | – | 0.05% | 53 |
|
2021
Q4 | $1.04M | Hold |
9,843
| – | – | 0.05% | 51 |
|
2021
Q3 | $984K | Hold |
9,843
| – | – | 0.05% | 50 |
|
2021
Q2 | $996K | Hold |
9,843
| – | – | 0.06% | 50 |
|
2021
Q1 | $937K | Hold |
9,843
| – | – | 0.06% | 48 |
|
2020
Q4 | $893K | Hold |
9,843
| – | – | 0.06% | 48 |
|
2020
Q3 | $787K | Hold |
9,843
| – | – | 0.06% | 48 |
|
2020
Q2 | $726K | Hold |
9,843
| – | – | 0.06% | 47 |
|
2020
Q1 | $616K | Hold |
9,843
| – | – | 0.07% | 46 |
|
2019
Q4 | $780K | Hold |
9,843
| – | – | 0.08% | 47 |
|
2019
Q3 | $726K | Hold |
9,843
| – | – | 0.08% | 48 |
|
2019
Q2 | $726K | Hold |
9,843
| – | – | 0.08% | 49 |
|
2019
Q1 | $710K | Hold |
9,843
| – | – | 0.08% | 49 |
|
2018
Q4 | $632K | Hold |
9,843
| – | – | 0.07% | 50 |
|
2018
Q3 | $731K | Hold |
9,843
| – | – | 0.08% | 47 |
|
2018
Q2 | $700K | Hold |
9,843
| – | – | 0.08% | 49 |
|
2018
Q1 | $706K | Hold |
9,843
| – | – | 0.08% | 47 |
|
2017
Q4 | $710K | Buy |
+9,843
| New | +$710K | 0.08% | 50 |
|