Northeast Financial Consultants’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 | $9.02M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $250K | Hold |
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|
2023
Q2 | $260K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Hold |
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|
2021
Q4 | $229K | Buy |
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|
2021
Q3 | $216K | Hold |
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|
2021
Q2 | $219K | Buy |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Sell |
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|
2019
Q3 | $219K | Sell |
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|
2019
Q2 | $226K | Buy |
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|
2019
Q1 | $219K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $207K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $202K | Buy |
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