P.J. Schmidt Investment Management (PJS)’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,119
| Closed | -$286K | – | 173 |
|
|
2022
Q1 | $286K | Sell |
3,119
-794
| -20% | -$72.8K | 0.06% | 151 |
|
|
2021
Q4 | $395K | Buy |
3,913
+482
| +14% | +$48.7K | 0.08% | 135 |
|
|
2021
Q3 | $361K | Buy |
3,431
+129
| +4% | +$13.6K | 0.07% | 135 |
|
|
2021
Q2 | $338K | Buy |
3,302
+459
| +16% | +$47K | 0.07% | 140 |
|
|
2021
Q1 | $285K | Buy |
+2,843
| New | +$285K | 0.06% | 143 |
|