Patten Group’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 | $1.07M | Buy |
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|
2025
Q2 | $991K | Buy |
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|
2025
Q1 | $852K | Buy |
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|
2024
Q4 | $847K | Buy |
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|
2024
Q3 | $861K | Buy |
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|
2024
Q2 | $675K | Hold |
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|
2024
Q1 | $662K | Hold |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $373K | Hold |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $321K | Buy |
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|
2022
Q4 | $259K | Hold |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $261K | Hold |
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|
2022
Q1 | $304K | Buy |
|