Mather Group’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 | $863K | Sell |
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|
2025
Q1 | $797K | Buy |
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|
2024
Q4 | $720K | Buy |
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|
2024
Q3 | $684K | Sell |
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|
2024
Q2 | $808K | Buy |
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|
2024
Q1 | $474K | Buy |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $421K | Sell |
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|
2023
Q2 | $755K | Buy |
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|
2023
Q1 | $571K | Sell |
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|
2022
Q4 | $564K | Buy |
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|
2022
Q3 | $501K | Buy |
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|
2022
Q2 | $536K | Sell |
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|
2022
Q1 | $638K | Sell |
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|
2021
Q4 | $854K | Sell |
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|
2021
Q3 | $892K | Sell |
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|
2021
Q2 | $1M | Sell |
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|
2021
Q1 | $1.49M | Sell |
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|
2020
Q4 | $1.65M | Sell |
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|
2020
Q3 | $1.74M | Sell |
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|
2020
Q2 | $1.73M | Sell |
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|
2020
Q1 | $1.55M | Sell |
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|
2019
Q4 | $2.18M | Buy |
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|
2019
Q3 | $1.29M | Buy |
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|
2019
Q2 | $793K | Buy |
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|
2019
Q1 | $394K | Sell |
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|
2018
Q4 | $1.38M | Buy |
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|
2018
Q3 | $1.53M | Buy |
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