Kovitz Investment Group Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Buy |
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|
2025
Q1 | $4.26M | Sell |
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|
2024
Q4 | $4.09M | Sell |
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|
2024
Q3 | $763K | Buy |
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|
2024
Q2 | $3.86M | Buy |
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|
2024
Q1 | $221K | Buy |
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|
2023
Q4 | $205K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $700K | Buy |
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|
2022
Q4 | $642K | Buy |
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|
2022
Q3 | $559K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $132K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $300K | Buy |
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