Mutual 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 | $513K | Hold |
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2025
Q1 | $452K | Sell |
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2024
Q4 | $485K | Hold |
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2024
Q3 | $487K | Sell |
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2024
Q2 | $585K | Hold |
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2024
Q1 | $572K | Hold |
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2023
Q4 | $528K | Hold |
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2023
Q3 | $480K | Sell |
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2023
Q2 | $661K | Hold |
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2023
Q1 | $628K | Sell |
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2022
Q4 | $588K | Sell |
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2022
Q3 | $677K | Sell |
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2022
Q2 | $791K | Sell |
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2022
Q1 | $985K | Sell |
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2021
Q4 | $1.25M | Sell |
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2021
Q3 | $1.23M | Sell |
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2021
Q2 | $1.25M | Sell |
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2021
Q1 | $1.95M | Sell |
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2020
Q4 | $3.03M | Sell |
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2020
Q3 | $4.38M | Sell |
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2020
Q2 | $4.23M | Sell |
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2020
Q1 | $4.37M | Buy |
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2019
Q4 | $5.35M | Buy |
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2019
Q3 | $4.3M | Sell |
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2019
Q2 | $4.51M | Buy |
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2019
Q1 | $541K | Buy |
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2018
Q4 | $433K | Sell |
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2018
Q3 | $1.19M | Sell |
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2018
Q2 | $1.15M | Sell |
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2018
Q1 | $1.2M | Buy |
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2017
Q4 | $738K | Buy |
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