Polaris Wealth Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $1.68M | Buy |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $1.55M | Buy |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $1.03M | Sell |
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|
2020
Q2 | $1.54M | Buy |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $1.54M | Sell |
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|
2019
Q3 | $3.62M | Sell |
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|
2019
Q2 | $3.83M | Sell |
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|
2019
Q1 | $3.86M | Buy |
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|
2018
Q4 | $3.39M | Sell |
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|
2018
Q3 | $4.04M | Buy |
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|
2018
Q2 | $3.79M | Sell |
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|
2018
Q1 | $3.8M | Buy |
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|
2017
Q4 | $1.02M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $380K | Buy |
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|
2017
Q1 | $282K | Sell |
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|
2016
Q4 | $335K | Sell |
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|
2016
Q3 | $336K | Buy |
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|
2016
Q2 | $307K | Buy |
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