Kovitz Investment Group Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
81,492
+89
| +0.1% | +$11.4K | 0.04% | 301 |
|
|
2025
Q1 | $9.47M | Sell |
81,403
-2,165
| -3% | -$252K | 0.05% | 281 |
|
|
2024
Q4 | $9.82M | Sell |
83,568
-5,670
| -6% | -$666K | 0.05% | 270 |
|
|
2024
Q3 | $10.6M | Buy |
89,238
+25,921
| +41% | +$3.08M | 0.08% | 215 |
|
|
2024
Q2 | $7.12M | Buy |
63,317
+242
| +0.4% | +$27.2K | 0.06% | 230 |
|
|
2024
Q1 | $6.95M | Sell |
63,075
-10,272
| -14% | -$1.13M | 0.09% | 166 |
|
|
2023
Q4 | $7.46M | Sell |
73,347
-10
| -0% | -$1.02K | 0.12% | 98 |
|
|
2023
Q3 | $6.78M | Sell |
73,357
-190
| -0.3% | -$17.6K | 0.12% | 99 |
|
|
2023
Q2 | $7.06M | Sell |
73,547
-157
| -0.2% | -$15.1K | 0.1% | 100 |
|
|
2023
Q1 | $6.72M | Sell |
73,704
-37
| -0.1% | -$3.37K | 0.12% | 112 |
|
|
2022
Q4 | $6.26M | Sell |
73,741
-50
| -0.1% | -$4.24K | 0.12% | 115 |
|
|
2022
Q3 | $5.74M | Sell |
73,791
-1
| -0% | -$78 | 0.13% | 111 |
|
|
2022
Q2 | $6.19M | Sell |
73,792
-407
| -0.5% | -$34.1K | 0.14% | 116 |
|
|
2022
Q1 | $7.4M | Sell |
74,199
-11,063
| -13% | -$1.1M | 0.14% | 106 |
|
|
2021
Q4 | $7.74M | Buy |
85,262
+2,228
| +3% | +$202K | 0.18% | 83 |
|
|
2021
Q3 | $8.3M | Sell |
83,034
-595
| -0.7% | -$59.5K | 0.17% | 91 |
|
|
2021
Q2 | $8.46M | Sell |
83,629
-1,065
| -1% | -$108K | 0.17% | 91 |
|
|
2021
Q1 | $8.06M | Sell |
84,694
-568
| -0.7% | -$54K | 0.19% | 86 |
|
|
2020
Q4 | $7.74M | Sell |
85,262
-700
| -0.8% | -$63.5K | 0.19% | 81 |
|
|
2020
Q3 | $6.87M | Sell |
85,962
-340
| -0.4% | -$27.2K | 0.19% | 83 |
|
|
2020
Q2 | $6.36M | Buy |
86,302
+750
| +0.9% | +$55.3K | 0.2% | 84 |
|
|
2020
Q1 | $5.35M | Sell |
85,552
-205
| -0.2% | -$12.8K | 0.19% | 85 |
|
|
2019
Q4 | $6.8M | Buy |
85,757
+8,535
| +11% | +$676K | 0.2% | 83 |
|
|
2019
Q3 | $5.7M | Buy |
77,222
+69,830
| +945% | +$5.15M | 0.18% | 93 |
|
|
2019
Q2 | $545K | Sell |
7,392
-666
| -8% | -$49.1K | 0.02% | 304 |
|
|
2019
Q1 | $582K | Buy |
+8,058
| New | +$582K | 0.02% | 308 |
|