Port Capital’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
$276K Hold
2025
Q2
$257K Hold
2025
Q1
$233K Hold
2024
Q4
$235K Hold
2024
Q3
$239K Hold
2024
Q2
$225K Hold
2024
Q1
$220K Hold
2023
Q4
$204K Buy
2022
Q1
Sell
2021
Q4
$212K Buy
2021
Q3
Sell
2021
Q2
$202K Buy
2019
Q2
Sell
2019
Q1
$289K Sell
2018
Q4
$321K Buy
2018
Q3
$223K Hold
2018
Q2
$213K Hold
2018
Q1
$215K Hold
2017
Q4
$216K Buy