SIA
SeaBridge Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982K | Sell |
7,639
-9,048
| -54% | -$1.16M | 0.18% | 106 |
|
|
2025
Q1 | $1.94M | Sell |
16,687
-3,767
| -18% | -$438K | 0.42% | 76 |
|
|
2024
Q4 | $2.4M | Buy |
+20,454
| New | +$2.4M | 0.5% | 59 |
|
|
2024
Q1 | – | Sell |
-3,857
| Closed | -$393K | – | 146 |
|
|
2023
Q4 | $393K | Buy |
+3,857
| New | +$393K | 0.11% | 126 |
|