RPg Family Wealth Advisory’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
Q2 | – | Sell |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $275K | Hold |
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $295K | Buy |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $279K | Sell |
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|
2021
Q4 | $304K | Buy |
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $288K | Buy |
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|
2020
Q4 | $364K | Sell |
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|
2020
Q3 | $327K | Sell |
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|
2020
Q2 | $366K | Sell |
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|
2020
Q1 | $313K | Hold |
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|
2019
Q4 | $396K | Sell |
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|
2019
Q3 | $392K | Sell |
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|
2019
Q2 | $417K | Sell |
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|
2019
Q1 | $423K | Buy |
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|
2018
Q4 | $345K | Sell |
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|
2018
Q3 | $478K | Hold |
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|
2018
Q2 | $458K | Buy |
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|
2018
Q1 | $99.6K | Buy |
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|
2017
Q4 | $99.6K | Hold |
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|
2017
Q3 | $95K | Hold |
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|
2017
Q2 | $90.4K | Buy |
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|
2017
Q1 | $39.3K | Hold |
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|
2016
Q4 | $36.7K | Sell |
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|
2016
Q3 | $111K | Buy |
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|
2016
Q2 | $83.4K | Buy |
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|
2016
Q1 | $33.4K | Sell |
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|
2015
Q4 | $51.1K | Buy |
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