Oak Harbor Wealth Partners’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 | $415K | Hold |
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|
2025
Q2 | $386K | Hold |
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|
2025
Q1 | $349K | Hold |
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|
2024
Q4 | $353K | Hold |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $305K | Hold |
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|
2023
Q3 | $277K | Hold |
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|
2023
Q2 | $288K | Hold |
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|
2023
Q1 | $273K | Hold |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $252K | Hold |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $317K | Buy |
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