Madison Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.82M | Sell |
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|
2023
Q2 | $2.19M | Sell |
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|
2023
Q1 | $2.09M | Sell |
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|
2022
Q4 | $1.95M | Sell |
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|
2022
Q3 | $1.91M | Buy |
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|
2022
Q2 | $1.94M | Buy |
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|
2022
Q1 | $952K | Buy |
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|
2021
Q4 | $744K | Buy |
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|
2021
Q3 | $642K | Buy |
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|
2021
Q2 | $641K | Buy |
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|
2021
Q1 | $397K | Sell |
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|
2020
Q4 | $415K | Buy |
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|
2020
Q3 | $346K | Sell |
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|
2020
Q2 | $345K | Buy |
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