Orin Green Financial’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 | $353K | Hold |
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|
2025
Q2 | $328K | Hold |
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|
2025
Q1 | $279K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $330K | Hold |
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|
2024
Q2 | $310K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $219K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $220K | Buy |
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