Joel Isaacson & Co’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
Q2 | $749K | Hold |
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|
2025
Q1 | $678K | Hold |
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|
2024
Q4 | $685K | Hold |
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|
2024
Q3 | $697K | Hold |
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|
2024
Q2 | $655K | Hold |
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|
2024
Q1 | $642K | Hold |
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|
2023
Q4 | $593K | Hold |
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|
2023
Q3 | $538K | Hold |
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|
2023
Q2 | $559K | Hold |
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|
2023
Q1 | $531K | Hold |
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|
2022
Q4 | $495K | Hold |
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|
2022
Q3 | $454K | Hold |
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|
2022
Q2 | $489K | Hold |
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|
2022
Q1 | $565K | Sell |
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|
2021
Q4 | $701K | Buy |
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|
2021
Q3 | $502K | Hold |
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|
2021
Q2 | $509K | Hold |
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|
2021
Q1 | $478K | Hold |
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|
2020
Q4 | $456K | Hold |
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|
2020
Q3 | $402K | Hold |
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|
2020
Q2 | $371K | Hold |
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|
2020
Q1 | $315K | Hold |
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|
2019
Q4 | $398K | Hold |
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|
2019
Q3 | $371K | Buy |
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