MG
Mather Group’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Sell |
6,712
-135
| -2% | -$17.4K | 0.01% | 288 |
|
|
2025
Q1 | $797K | Buy |
6,847
+721
| +12% | +$83.9K | 0.01% | 283 |
|
|
2024
Q4 | $720K | Buy |
6,126
+406
| +7% | +$47.7K | 0.01% | 279 |
|
|
2024
Q3 | $684K | Sell |
5,720
-1,616
| -22% | -$193K | 0.01% | 300 |
|
|
2024
Q2 | $808K | Buy |
7,336
+2,682
| +58% | +$295K | 0.01% | 303 |
|
|
2024
Q1 | $474K | Buy |
4,654
+99
| +2% | +$10.1K | 0.01% | 350 |
|
|
2023
Q4 | $464K | Sell |
4,555
-7
| -0.2% | -$712 | 0.01% | 369 |
|
|
2023
Q3 | $421K | Sell |
4,562
-3,309
| -42% | -$306K | 0.01% | 363 |
|
|
2023
Q2 | $755K | Buy |
7,871
+1,606
| +26% | +$154K | 0.01% | 268 |
|
|
2023
Q1 | $571K | Sell |
6,265
-385
| -6% | -$35.1K | 0.01% | 305 |
|
|
2022
Q4 | $564K | Buy |
6,650
+209
| +3% | +$17.7K | 0.01% | 298 |
|
|
2022
Q3 | $501K | Buy |
6,441
+50
| +0.8% | +$3.89K | 0.01% | 285 |
|
|
2022
Q2 | $536K | Sell |
6,391
-1
| -0% | -$84 | 0.01% | 241 |
|
|
2022
Q1 | $638K | Sell |
6,392
-1,682
| -21% | -$168K | 0.01% | 227 |
|
|
2021
Q4 | $854K | Sell |
8,074
-851
| -10% | -$90K | 0.02% | 164 |
|
|
2021
Q3 | $892K | Sell |
8,925
-995
| -10% | -$99.4K | 0.02% | 125 |
|
|
2021
Q2 | $1M | Sell |
9,920
-5,746
| -37% | -$582K | 0.03% | 110 |
|
|
2021
Q1 | $1.49M | Sell |
15,666
-2,527
| -14% | -$241K | 0.04% | 80 |
|
|
2020
Q4 | $1.65M | Sell |
18,193
-3,550
| -16% | -$322K | 0.05% | 71 |
|
|
2020
Q3 | $1.74M | Sell |
21,743
-1,754
| -7% | -$140K | 0.07% | 62 |
|
|
2020
Q2 | $1.73M | Sell |
23,497
-1,237
| -5% | -$91.2K | 0.08% | 63 |
|
|
2020
Q1 | $1.55M | Sell |
24,734
-2,820
| -10% | -$176K | 0.11% | 55 |
|
|
2019
Q4 | $2.18M | Buy |
27,554
+10,024
| +57% | +$795K | 0.14% | 54 |
|
|
2019
Q3 | $1.29M | Buy |
17,530
+6,766
| +63% | +$499K | 0.09% | 47 |
|
|
2019
Q2 | $793K | Buy |
10,764
+5,306
| +97% | +$391K | 0.06% | 48 |
|
|
2019
Q1 | $394K | Sell |
5,458
-16,074
| -75% | -$1.16M | 0.03% | 54 |
|
|
2018
Q4 | $1.38M | Buy |
21,532
+944
| +5% | +$60.5K | 0.13% | 46 |
|
|
2018
Q3 | $1.53M | Buy |
+20,588
| New | +$1.53M | 0.14% | 38 |
|