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Partners Capital Investment Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$49.5M Buy
385,120
+128,261
+50% +$16.5M 1.98% 14
2025
Q1
$29.9M Buy
256,859
+163,838
+176% +$19.1M 0.51% 32
2024
Q4
$10.9M Sell
93,021
-166,955
-64% -$19.6M 0.3% 43
2024
Q3
$31.1M Buy
259,976
+1,564
+0.6% +$187K 0.5% 35
2024
Q2
$29.1M Sell
258,412
-36,502
-12% -$4.11M 0.49% 34
2024
Q1
$32.5M Buy
294,914
+30,620
+12% +$3.37M 0.88% 30
2023
Q4
$26.9M Buy
264,294
+24,550
+10% +$2.5M 0.59% 31
2023
Q3
$22.1M Sell
239,744
-18,019
-7% -$1.66M 0.53% 32
2023
Q2
$24.7M Buy
257,763
+170,563
+196% +$16.4M 0.53% 35
2023
Q1
$7.95M Buy
87,200
+16,558
+23% +$1.51M 0.34% 53
2022
Q4
$6M Buy
70,642
+37,134
+111% +$3.15M 0.29% 71
2022
Q3
$2.61M Hold
33,508
0.15% 80
2022
Q2
$2.81M Sell
33,508
-1,877
-5% -$157K 0.19% 77
2022
Q1
$3.53M Sell
35,385
-47,134
-57% -$4.7M 0.17% 77
2021
Q4
$8.73M Buy
82,519
+36,744
+80% +$3.89M 0.4% 58
2021
Q3
$4.57M Buy
45,775
+6,305
+16% +$630K 0.21% 70
2021
Q2
$3.99M Buy
39,470
+283
+0.7% +$28.6K 0.18% 81
2021
Q1
$3.73M Sell
39,187
-146,438
-79% -$13.9M 0.16% 86
2020
Q4
$16.8M Buy
185,625
+146,740
+377% +$13.3M 0.96% 47
2020
Q3
$3.11M Hold
38,885
0.19% 70
2020
Q2
$2.87M Buy
38,885
+320
+0.8% +$23.6K 0.14% 71
2020
Q1
$2.41M Buy
+38,565
New +$2.41M 0.16% 67
2017
Q2
Sell
-4,219
Closed -$267K 56
2017
Q1
$267K Buy
4,219
+1,175
+39% +$74.4K 0.05% 48
2016
Q4
$180K Buy
3,044
+512
+20% +$30.3K 0.04% 53
2016
Q3
$150K Buy
+2,532
New +$150K 0.04% 57