JIC
Joel Isaacson & Co’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Hold |
5,828
| – | – | 0.03% | 200 |
|
|
2025
Q1 | $678K | Hold |
5,828
| – | – | 0.03% | 202 |
|
|
2024
Q4 | $685K | Hold |
5,828
| – | – | 0.03% | 195 |
|
|
2024
Q3 | $697K | Hold |
5,828
| – | – | 0.03% | 177 |
|
|
2024
Q2 | $655K | Hold |
5,828
| – | – | 0.03% | 176 |
|
|
2024
Q1 | $642K | Hold |
5,828
| – | – | 0.04% | 182 |
|
|
2023
Q4 | $593K | Hold |
5,828
| – | – | 0.04% | 172 |
|
|
2023
Q3 | $538K | Hold |
5,828
| – | – | 0.04% | 176 |
|
|
2023
Q2 | $559K | Hold |
5,828
| – | – | 0.04% | 178 |
|
|
2023
Q1 | $531K | Hold |
5,828
| – | – | 0.04% | 181 |
|
|
2022
Q4 | $495K | Hold |
5,828
| – | – | 0.04% | 180 |
|
|
2022
Q3 | $454K | Hold |
5,828
| – | – | 0.04% | 174 |
|
|
2022
Q2 | $489K | Hold |
5,828
| – | – | 0.04% | 167 |
|
|
2022
Q1 | $565K | Sell |
5,828
-800
| -12% | -$77.6K | 0.04% | 168 |
|
|
2021
Q4 | $701K | Buy |
6,628
+1,600
| +32% | +$169K | 0.05% | 154 |
|
|
2021
Q3 | $502K | Hold |
5,028
| – | – | 0.04% | 181 |
|
|
2021
Q2 | $509K | Hold |
5,028
| – | – | 0.04% | 177 |
|
|
2021
Q1 | $478K | Hold |
5,028
| – | – | 0.04% | 160 |
|
|
2020
Q4 | $456K | Hold |
5,028
| – | – | 0.04% | 154 |
|
|
2020
Q3 | $402K | Hold |
5,028
| – | – | 0.05% | 145 |
|
|
2020
Q2 | $371K | Hold |
5,028
| – | – | 0.05% | 143 |
|
|
2020
Q1 | $315K | Hold |
5,028
| – | – | 0.05% | 134 |
|
|
2019
Q4 | $398K | Hold |
5,028
| – | – | 0.05% | 147 |
|
|
2019
Q3 | $371K | Buy |
+5,028
| New | +$371K | 0.05% | 145 |
|