JP Morgan Private Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$32.4M	Sell	350,729 -13,135	-4%	-$1.26M	0.09%	210
2023 Q2	$34.9M	Sell	363,864 -78,861	-18%	-$7.32M	0.18%	111
2023 Q1	$40.4M	Sell	442,725 -65,674	-13%	-$5.86M	0.09%	211
2022 Q4	$43.2M	Buy	508,399 +161,432	+47%	+$13.6M	0.1%	197
2022 Q3	$27M	Buy	346,967 +43,978	+15%	+$3.8M	0.07%	243
2022 Q2	$25.4M	Buy	302,989 +20,472	+7%	+$1.86M	0.07%	259
2022 Q1	$28.2M	Buy	282,517 +92,342	+49%	+$9.2M	0.06%	268
2021 Q4	$20.1M	Buy	190,175 +7,310	+4%	+$764K	0.04%	309
2021 Q3	$18.3M	Buy	182,865 +51,500	+39%	+$5.29M	0.04%	324
2021 Q2	$13.3M	Buy	131,365 +2,511	+2%	+$250K	0.03%	378
2021 Q1	$12.3M	Sell	128,854 -8,615	-6%	-$809K	0.04%	344
2020 Q4	$12.5M	Buy	137,469 +2,140	+2%	+$183K	0.04%	333
2020 Q3	$10.8M	Buy	135,329 +1,208	+0.9%	+$95.7K	0.04%	316
2020 Q2	$9.89M	Sell	134,121 -23,035	-15%	-$1.61M	0.05%	287
2020 Q1	$9.83M	Sell	157,156 -189,207	-55%	-$14M	0.06%	265
2019 Q4	$27.4M	Buy	346,363 +4,782	+1%	+$366K	0.12%	164
2019 Q3	$25.2M	Sell	341,581 -419,225	-55%	-$30.7M	0.13%	154
2019 Q2	$56.1M	Sell	760,806 -1,566,802	-67%	-$114M	0.31%	84
2019 Q1	$168M	Sell	2,327,608 -179,348	-7%	-$12.5M	0.88%	22
2018 Q4	$161M	Buy	2,506,956 +23,789	+1%	+$1.63M	0.98%	20
2018 Q3	$184M	Buy	2,483,167 +582,584	+31%	+$42.6M	0.9%	20
2018 Q2	$135M	Buy	+1,900,583	New	+$138M	0.76%	21
2018 Q1	–	Sell	-1,756,962	Closed	-$127M	–	1296
2017 Q4	$127M	Buy	1,756,962 +6,068	+0.3%	+$429K	0.83%	24
2017 Q3	$120M	Buy	1,750,894 +6,991	+0.4%	+$470K	0.87%	19
2017 Q2	$114M	Sell	1,743,903 -52,908	-3%	-$3.43M	0.87%	20
2017 Q1	$114M	Buy	1,796,811 +94,385	+6%	+$5.84M	0.88%	21
2016 Q4	$101M	Buy	1,702,426 +99,380	+6%	+$5.83M	0.88%	22
2016 Q3	$94.7M	Sell	1,603,046 -4,318	-0.3%	-$252K	0.88%	22
2016 Q2	$90.4M	Sell	1,607,364 -162,168	-9%	-$9.15M	0.88%	21
2016 Q1	$99.2M	Sell	1,769,532 -83,879	-5%	-$4.45M	0.95%	19
2015 Q4	$103M	Sell	1,853,411 -263,278	-12%	-$15.1M	1.06%	17
2015 Q3	$114M	Buy	+2,116,689	New	+$122M	1.43%	8
2015 Q2	–	Sell	-2,191,824	Closed	-$132M	–	1043
2015 Q1	$132M	Sell	2,191,824 -248,203	-10%	-$14.8M	1.5%	7
2014 Q4	$143M	Sell	2,440,027 -138,483	-5%	-$8.14M	1.7%	4
2014 Q3	$152M	Buy	+2,578,510	New	+$155M	1.95%	3