L.J. Altfest & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Sell |
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|
2025
Q1 | $635K | Hold |
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|
2024
Q4 | $641K | Buy |
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|
2024
Q3 | $651K | Sell |
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|
2024
Q2 | $614K | Buy |
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|
2024
Q1 | $601K | Hold |
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|
2023
Q4 | $555K | Buy |
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|
2023
Q3 | $503K | Sell |
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|
2023
Q2 | $564K | Buy |
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|
2023
Q1 | $535K | Hold |
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|
2022
Q4 | $499K | Buy |
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|
2022
Q3 | $457K | Hold |
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|
2022
Q2 | $492K | Buy |
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|
2022
Q1 | $584K | Buy |
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|
2021
Q4 | $619K | Buy |
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|
2021
Q3 | $584K | Hold |
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|
2021
Q2 | $591K | Buy |
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|
2021
Q1 | $555K | Hold |
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|
2020
Q4 | $529K | Sell |
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|
2020
Q3 | $485K | Sell |
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|
2020
Q2 | $639K | Sell |
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|
2020
Q1 | $3.73M | Sell |
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|
2019
Q4 | $5.4M | Sell |
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|
2019
Q3 | $5.1M | Sell |
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|
2019
Q2 | $8.54M | Sell |
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|
2019
Q1 | $9.25M | Buy |
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|
2018
Q4 | $8.19M | Buy |
|