NewEdge Wealth’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 | $1.56M | Sell |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $958K | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $944K | Sell |
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|
2023
Q4 | $915K | Buy |
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|
2023
Q3 | $634K | Hold |
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|
2023
Q2 | $658K | Buy |
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|
2023
Q1 | $611K | Sell |
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|
2022
Q4 | $609K | Sell |
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|
2022
Q3 | $811K | Buy |
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|
2022
Q2 | $618K | Buy |
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|
2022
Q1 | $729K | Buy |
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|
2021
Q4 | $600K | Buy |
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