Midwest Heritage Bank’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
Q2 | $2.01M | Hold |
15,647
| – | – | 0.76% | 20 |
|
|
2025
Q1 | $1.82M | Hold |
15,647
| – | – | 0.75% | 20 |
|
|
2024
Q4 | $1.84M | Sell |
15,647
-170
| -1% | -$20K | 0.85% | 19 |
|
|
2024
Q3 | $1.89M | Hold |
15,817
| – | – | 0.88% | 19 |
|
|
2024
Q2 | $1.78M | Buy |
15,817
+1,263
| +9% | +$142K | 0.9% | 19 |
|
|
2024
Q1 | $1.6M | Sell |
14,554
-1,397
| -9% | -$154K | 0.84% | 19 |
|
|
2023
Q4 | $1.62M | Hold |
15,951
| – | – | 1.1% | 18 |
|
|
2023
Q3 | $1.47M | Sell |
15,951
-516
| -3% | -$47.7K | 1.11% | 17 |
|
|
2023
Q2 | $1.58M | Sell |
16,467
-324
| -2% | -$31.1K | 1.2% | 18 |
|
|
2023
Q1 | $1.53M | Sell |
16,791
-4,877
| -23% | -$445K | 1.23% | 20 |
|
|
2022
Q4 | $1.84M | Sell |
21,668
-1,566
| -7% | -$133K | 1.78% | 18 |
|
|
2022
Q3 | $1.81M | Sell |
23,234
-1,969
| -8% | -$153K | 1.89% | 15 |
|
|
2022
Q2 | $2.11M | Sell |
25,203
-243
| -1% | -$20.4K | 1.91% | 16 |
|
|
2022
Q1 | $2.54M | Hold |
25,446
| – | – | 1.99% | 15 |
|
|
2021
Q4 | $2.69M | Buy |
+25,446
| New | +$2.69M | 2.61% | 12 |
|