Orion Portfolio Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $200K | Sell |
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|
2024
Q2 | $467K | Sell |
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|
2024
Q1 | $466K | Sell |
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|
2023
Q4 | $539K | Sell |
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|
2023
Q3 | $800K | Sell |
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|
2023
Q2 | $837K | Sell |
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|
2023
Q1 | $816K | Buy |
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $260K | Sell |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $369K | Sell |
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|
2021
Q3 | $493K | Sell |
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|
2021
Q2 | $520K | Sell |
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|
2021
Q1 | $492K | Buy |
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|
2020
Q4 | $462K | Sell |
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|
2020
Q3 | $455K | Sell |
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|
2020
Q2 | $482K | Sell |
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|
2020
Q1 | $476K | Buy |
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|
2019
Q4 | $522K | Buy |
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