JGCM
Joseph Group 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
Q2 | $19.2K | Sell |
149
-114
| -43% | -$14.7K | 0.01% | 86 |
|
|
2025
Q1 | $30.6K | Buy |
263
+41
| +18% | +$4.77K | 0.01% | 80 |
|
|
2024
Q4 | $26.1K | Buy |
222
+62
| +39% | +$7.29K | 0.01% | 79 |
|
|
2024
Q3 | $19.1K | Hold |
160
| – | – | 0.01% | 76 |
|
|
2024
Q2 | $18K | Hold |
160
| – | – | 0.01% | 67 |
|
|
2024
Q1 | $17.6K | Sell |
160
-133
| -45% | -$14.6K | 0.01% | 77 |
|
|
2023
Q4 | $29.8K | Buy |
293
+224
| +325% | +$22.8K | 0.02% | 73 |
|
|
2023
Q3 | $6.37K | Buy |
69
+58
| +527% | +$5.36K | ﹤0.01% | 78 |
|
|
2023
Q2 | $1.06K | Hold |
11
| – | – | ﹤0.01% | 75 |
|
|
2023
Q1 | $1K | Sell |
11
-13
| -54% | -$1.19K | ﹤0.01% | 81 |
|
|
2022
Q4 | $2K | Buy |
24
+6
| +33% | +$500 | ﹤0.01% | 94 |
|
|
2022
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 83 |
|