McKinley Carter Wealth Services’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
$4.15M Sell
2025
Q2
$3.87M Buy
2025
Q1
$270K Buy
2024
Q4
$217K Sell
2024
Q3
$223K Buy
2024
Q2
$202K Buy
2024
Q1
Sell
2023
Q4
$205K Buy
2023
Q1
Sell
2022
Q4
$752K Buy
2022
Q3
$630K Sell
2022
Q2
$689K Sell
2022
Q1
$831K Buy
2021
Q4
$778K Buy
2021
Q3
$734K Buy
2021
Q2
$687K Buy
2021
Q1
$633K Buy