Rehmann Capital Advisory Group’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
2,013
+1
| +0% | +$129 | 0.02% | 510 |
|
|
2025
Q1 | $234K | Hold |
2,012
| – | – | 0.01% | 541 |
|
|
2024
Q4 | $236K | Buy |
2,012
+1
| +0% | +$118 | 0.02% | 533 |
|
|
2024
Q3 | $241K | Hold |
2,011
| – | – | 0.02% | 528 |
|
|
2024
Q2 | $226K | Hold |
2,011
| – | – | 0.02% | 528 |
|
|
2024
Q1 | $221K | Hold |
2,011
| – | – | 0.02% | 525 |
|
|
2023
Q4 | $205K | Buy |
+2,011
| New | +$205K | 0.02% | 527 |
|
|
2022
Q2 | – | Sell |
-2,008
| Closed | -$200K | – | 507 |
|
|
2022
Q1 | $200K | Hold |
2,008
| – | – | 0.02% | 506 |
|
|
2021
Q4 | $212K | Buy |
2,008
+1
| +0% | +$106 | 0.02% | 517 |
|
|
2021
Q3 | $201K | Sell |
2,007
-359
| -15% | -$35.9K | 0.02% | 530 |
|
|
2021
Q2 | $239K | Buy |
2,366
+1
| +0% | +$101 | 0.02% | 487 |
|
|
2021
Q1 | $225K | Sell |
2,365
-77
| -3% | -$7.33K | 0.02% | 476 |
|
|
2020
Q4 | $222K | Buy |
+2,442
| New | +$222K | 0.03% | 449 |
|
|
2019
Q3 | – | Sell |
-27,577
| Closed | -$2.03M | – | 1691 |
|
|
2019
Q2 | $2.03M | Sell |
27,577
-728
| -3% | -$53.7K | 0.25% | 68 |
|
|
2019
Q1 | $2.04M | Buy |
+28,305
| New | +$2.04M | 0.28% | 60 |
|
|
2018
Q4 | – | Sell |
-4,727
| Closed | -$351K | – | 1833 |
|
|
2018
Q3 | $351K | Buy |
4,727
+2,077
| +78% | +$154K | 0.05% | 274 |
|
|
2018
Q2 | $188K | Buy |
2,650
+49
| +2% | +$3.49K | 0.03% | 389 |
|
|
2018
Q1 | $186K | Buy |
+2,601
| New | +$186K | 0.03% | 392 |
|