MAI Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.86M | Sell |
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|
2025
Q2 | $2.69M | Buy |
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|
2025
Q1 | $2.03M | Sell |
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|
2024
Q4 | $2.14M | Sell |
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|
2024
Q3 | $2.22M | Sell |
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|
2024
Q2 | $2.15M | Sell |
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|
2024
Q1 | $2.23M | Buy |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $337K | Buy |
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|
2023
Q1 | $218K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $255K | Sell |
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|
2021
Q2 | $269K | Sell |
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|
2021
Q1 | $258K | Sell |
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|
2020
Q4 | $257K | Buy |
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|
2020
Q3 | $225K | Hold |
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|
2020
Q2 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Buy |
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|
2019
Q3 | $208K | Hold |
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|
2019
Q2 | $208K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $279K | Hold |
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|
2015
Q3 | $270K | Hold |
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|
2015
Q2 | $297K | Hold |
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|
2015
Q1 | $300K | Hold |
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|
2014
Q4 | $293K | Buy |
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