Perigon Wealth Management’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 | $347K | Sell |
|
|||||
|
2025
Q2 | $324K | Sell |
|
|||||
|
2025
Q1 | $302K | Sell |
|
|||||
|
2024
Q4 | $320K | Sell |
|
|||||
|
2024
Q3 | $325K | Sell |
|
|||||
|
2024
Q2 | $459K | Sell |
|
|||||
|
2024
Q1 | $488K | Sell |
|
|||||
|
2023
Q4 | $531K | Sell |
|
|||||
|
2023
Q3 | $528K | Sell |
|
|||||
|
2023
Q2 | $580K | Buy |
|
|||||
|
2023
Q1 | $459K | Sell |
|
|||||
|
2022
Q4 | $467K | Sell |
|
|||||
|
2022
Q3 | $545K | Sell |
|
|||||
|
2022
Q2 | $609K | Hold |
|
|||||
|
2022
Q1 | $724K | Buy |
|
|||||
|
2021
Q4 | $746K | Buy |
|
|||||
|
2021
Q3 | $552K | Sell |
|
|||||
|
2021
Q2 | $579K | Hold |
|
|||||
|
2021
Q1 | $544K | Buy |
|
|||||
|
2020
Q4 | $50K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $2.97M | Hold |
|
|||||
|
2018
Q4 | $2.74M | Hold |
|
|||||
|
2018
Q3 | $2.98M | Hold |
|
|||||
|
2018
Q2 | $2.85M | Hold |
|
|||||
|
2018
Q1 | $2.88M | Hold |
|
|||||
|
2017
Q4 | $2.89M | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $7K | Hold |
|
|||||
|
2016
Q4 | $7K | Sell |
|
|||||
|
2016
Q3 | $40K | Hold |
|
|||||
|
2016
Q2 | $38K | Buy |
|