Modus Advisors’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 | $555K | Hold |
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2025
Q1 | $502K | Hold |
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2024
Q4 | $507K | Hold |
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2024
Q3 | $516K | Sell |
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2024
Q2 | $816K | Hold |
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2024
Q1 | $800K | Hold |
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2023
Q4 | $739K | Hold |
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2023
Q3 | $671K | Hold |
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2023
Q2 | $697K | Hold |
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2023
Q1 | $662K | Hold |
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2022
Q4 | $616K | Hold |
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2022
Q3 | $565K | Hold |
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2022
Q2 | $609K | Hold |
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2022
Q1 | $725K | Hold |
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2021
Q4 | $768K | Hold |
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2021
Q3 | $726K | Hold |
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2021
Q2 | $735K | Hold |
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2021
Q1 | $691K | Hold |
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2020
Q4 | $659K | Hold |
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2020
Q3 | $580K | Hold |
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2020
Q2 | $535K | Hold |
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2020
Q1 | $454K | Hold |
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2019
Q4 | $576K | Buy |
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