SAS
Sage Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,906
| Closed | -$1.05M | – | 42 |
|
|
2024
Q4 | $1.05M | Buy |
8,906
+65
| +0.7% | +$7.63K | 0.62% | 26 |
|
|
2024
Q3 | $994K | Hold |
8,841
| – | – | 0.28% | 31 |
|
|
2024
Q2 | $994K | Hold |
8,841
| – | – | 0.28% | 31 |
|
|
2024
Q1 | $974K | Sell |
8,841
-1,450
| -14% | -$160K | 0.27% | 32 |
|
|
2023
Q4 | $1.05M | Buy |
10,291
+1,665
| +19% | +$169K | 0.28% | 37 |
|
|
2023
Q3 | $797K | Hold |
8,626
| – | – | 0.22% | 38 |
|
|
2023
Q2 | $828K | Hold |
8,626
| – | – | 0.24% | 36 |
|
|
2023
Q1 | $786K | Hold |
8,626
| – | – | 0.22% | 34 |
|
|
2022
Q4 | $732K | Hold |
8,626
| – | – | 0.21% | 37 |
|
|
2022
Q3 | $671K | Buy |
8,626
+66
| +0.8% | +$5.13K | 0.21% | 35 |
|
|
2022
Q2 | $718K | Buy |
+8,560
| New | +$718K | 0.21% | 43 |
|