Naples Global 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 | $532K | Sell |
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2025
Q1 | $489K | Sell |
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2024
Q4 | $509K | Sell |
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2024
Q3 | $536K | Hold |
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2024
Q2 | $504K | Hold |
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2024
Q1 | $494K | Sell |
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2023
Q4 | $469K | Sell |
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2023
Q3 | $451K | Hold |
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2023
Q2 | $469K | Sell |
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2023
Q1 | $486K | Sell |
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2022
Q4 | $457K | Sell |
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2022
Q3 | $423K | Sell |
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2022
Q2 | $469K | Sell |
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2022
Q1 | $565K | Hold |
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2021
Q4 | $599K | Sell |
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2021
Q3 | $591K | Sell |
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2021
Q2 | $604K | Hold |
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2021
Q1 | $568K | Sell |
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2020
Q4 | $547K | Sell |
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2020
Q3 | $494K | Sell |
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2020
Q2 | $467K | Buy |
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2020
Q1 | $391K | Sell |
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2019
Q4 | $527K | Sell |
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2019
Q3 | $506K | Hold |
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2019
Q2 | $506K | Sell |
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2019
Q1 | $517K | Sell |
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2018
Q4 | $481K | Sell |
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2018
Q3 | $535K | Sell |
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2018
Q2 | $518K | Sell |
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2018
Q1 | $533K | Hold |
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2017
Q4 | $536K | Hold |
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2017
Q3 | $511K | Sell |
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2017
Q2 | $516K | Sell |
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2017
Q1 | $500K | Sell |
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2016
Q4 | $473K | Hold |
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2016
Q3 | $472K | Sell |
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2016
Q2 | $458K | Sell |
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2016
Q1 | $461K | Hold |
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2015
Q4 | $459K | Sell |
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2015
Q3 | $449K | Hold |
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2015
Q2 | $494K | Sell |
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2015
Q1 | $505K | Buy |
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2014
Q4 | $479K | Buy |
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2014
Q3 | $467K | Sell |
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2014
Q2 | $479K | Sell |
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2014
Q1 | $470K | Buy |
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2013
Q4 | $462K | Buy |
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