Ropes Wealth Advisors’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 | $787K | Sell |
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|
2023
Q2 | $819K | Sell |
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|
2023
Q1 | $779K | Buy |
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|
2022
Q4 | $583K | Buy |
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|
2022
Q3 | $413K | Hold |
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|
2022
Q2 | $445K | Buy |
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|
2022
Q1 | $529K | Buy |
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|
2021
Q4 | $506K | Buy |
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|
2021
Q3 | $371K | Buy |
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|
2021
Q2 | $328K | Sell |
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|
2021
Q1 | $321K | Buy |
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|
2020
Q4 | $267K | Buy |
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|
2020
Q3 | $138K | Hold |
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|
2020
Q2 | $127K | Hold |
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|
2020
Q1 | $108K | Buy |
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|
2019
Q4 | $134K | Buy |
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|
2019
Q3 | $80K | Hold |
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|
2019
Q2 | $79K | Buy |
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|
2019
Q1 | $55K | Buy |
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|
2018
Q4 | $21K | Hold |
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|
2018
Q3 | $25K | Hold |
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|
2018
Q2 | $24K | Sell |
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|
2018
Q1 | $25K | Hold |
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|
2017
Q4 | $25K | Sell |
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|
2017
Q3 | $25K | Hold |
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|
2017
Q2 | $24K | Hold |
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|
2017
Q1 | $23K | Hold |
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|
2016
Q4 | $22K | Buy |
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|
2016
Q3 | $16K | Buy |
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