Kathryn A. Hall’s iShares MSCI ACWI ETF ACWI Stock Holding History

Kathryn A. Hall’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,780	Closed	-$650K	–	51
2023 Q2	$650K	Hold	6,780	–	–	0.21%	41
2023 Q1	$618K	Hold	6,780	–	–	0.18%	49
2022 Q4	$575K	Hold	6,780	–	–	0.24%	41
2022 Q3	$528K	Hold	6,780	–	–	0.22%	43
2022 Q2	$569K	Hold	6,780	–	–	0.21%	43
2022 Q1	$677K	Hold	6,780	–	–	0.2%	44
2021 Q4	$717K	Hold	6,780	–	–	0.17%	45
2021 Q3	$677K	Hold	6,780	–	–	0.2%	44
2021 Q2	$686K	Hold	6,780	–	–	0.22%	45
2021 Q1	$645K	Hold	6,780	–	–	0.21%	46
2020 Q4	$615K	Hold	6,780	–	–	0.21%	47
2020 Q3	$542K	Hold	6,780	–	–	0.26%	37
2020 Q2	$500K	Hold	6,780	–	–	0.29%	32
2020 Q1	$424K	Hold	6,780	–	–	0.35%	32
2019 Q4	$537K	Hold	6,780	–	–	0.33%	29
2019 Q3	$500K	Sell	6,780 -670	-9%	-$49.4K	0.41%	29
2019 Q2	$549K	Hold	7,450	–	–	0.44%	25
2019 Q1	$538K	Hold	7,450	–	–	0.36%	23
2018 Q4	$477K	Sell	7,450 -350	-4%	-$22.4K	0.47%	6
2018 Q3	$579K	Hold	7,800	–	–	0.49%	5
2018 Q2	$555K	Hold	7,800	–	–	0.43%	5
2018 Q1	$559K	Hold	7,800	–	–	0.44%	6
2017 Q4	$562K	Sell	7,800 -5,600	-42%	-$403K	0.46%	4
2017 Q3	$922K	Sell	13,400 -1,500	-10%	-$103K	0.89%	3
2017 Q2	$976K	Hold	14,900	–	–	1.23%	3
2017 Q1	$943K	Hold	14,900	–	–	1.09%	3
2016 Q4	$882K	Buy	14,900 +7,170	+93%	+$424K	1.05%	4
2016 Q3	$457K	Hold	7,730	–	–	0.6%	2
2016 Q2	$435K	Hold	7,730	–	–	0.57%	3
2016 Q1	$433K	Hold	7,730	–	–	0.42%	3
2015 Q4	$431K	Hold	7,730	–	–	0.4%	5
2015 Q3	$417K	Hold	7,730	–	–	0.41%	5
2015 Q2	$460K	Hold	7,730	–	–	0.24%	12
2015 Q1	$464K	Hold	7,730	–	–	0.16%	18
2014 Q4	$452K	Hold	7,730	–	–	0.13%	21
2014 Q3	$471K	Hold	7,730	–	–	0.12%	12
2014 Q2	$464K	Hold	7,730	–	–	0.08%	59
2014 Q1	$447K	Hold	7,730	–	–	0.16%	9
2013 Q4	$445K	Hold	7,730	–	–	0.17%	10
2013 Q3	$417K	Buy	+7,730	New	+$417K	0.16%	11