JP Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $32.4M | Sell |
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|
2023
Q2 | $34.9M | Sell |
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|
2023
Q1 | $40.4M | Sell |
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|
2022
Q4 | $43.2M | Buy |
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|
2022
Q3 | $27M | Buy |
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|
2022
Q2 | $25.4M | Buy |
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|
2022
Q1 | $28.2M | Buy |
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|
2021
Q4 | $20.1M | Buy |
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|
2021
Q3 | $18.3M | Buy |
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|
2021
Q2 | $13.3M | Buy |
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|
2021
Q1 | $12.3M | Sell |
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|
2020
Q4 | $12.5M | Buy |
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|
2020
Q3 | $10.8M | Buy |
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|
2020
Q2 | $9.89M | Sell |
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|
2020
Q1 | $9.83M | Sell |
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|
2019
Q4 | $27.4M | Buy |
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|
2019
Q3 | $25.2M | Sell |
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|
2019
Q2 | $56.1M | Sell |
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|
2019
Q1 | $168M | Sell |
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|
2018
Q4 | $161M | Buy |
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|
2018
Q3 | $184M | Buy |
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|
2018
Q2 | $135M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $127M | Buy |
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|
2017
Q3 | $120M | Buy |
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|
2017
Q2 | $114M | Sell |
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|
2017
Q1 | $114M | Buy |
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|
2016
Q4 | $101M | Buy |
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|
2016
Q3 | $94.7M | Sell |
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|
2016
Q2 | $90.4M | Sell |
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|
2016
Q1 | $99.2M | Sell |
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|
2015
Q4 | $103M | Sell |
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|
2015
Q3 | $114M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $132M | Sell |
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|
2014
Q4 | $143M | Sell |
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|
2014
Q3 | $152M | Buy |
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