Managed Asset Portfolios’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-59,002
| Closed | -$6.93M | – | 51 |
|
|
2024
Q4 | $6.93M | Buy |
59,002
+24,436
| +71% | +$2.87M | 1.03% | 34 |
|
|
2024
Q3 | $4.13M | Sell |
34,566
-1,036
| -3% | -$124K | 0.58% | 40 |
|
|
2024
Q2 | $4M | Buy |
35,602
+10,228
| +40% | +$1.15M | 0.59% | 38 |
|
|
2024
Q1 | $2.79M | Sell |
25,374
-32,349
| -56% | -$3.56M | 0.41% | 37 |
|
|
2023
Q4 | $5.87M | Buy |
+57,723
| New | +$5.87M | 0.89% | 33 |
|
|
2023
Q1 | – | Sell |
-33,680
| Closed | -$2.86M | – | 38 |
|
|
2022
Q4 | $2.86M | Buy |
+33,680
| New | +$2.86M | 0.45% | 36 |
|