Seven Post Investment Office’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 | $320K | Hold |
2,488
| – | – | 0.12% | 30 |
|
|
2025
Q1 | $290K | Hold |
2,488
| – | – | 0.11% | 31 |
|
|
2024
Q4 | $292K | Hold |
2,488
| – | – | 0.11% | 31 |
|
|
2024
Q3 | $297K | Hold |
2,488
| – | – | 0.05% | 47 |
|
|
2024
Q2 | $280K | Hold |
2,488
| – | – | 0.05% | 49 |
|
|
2024
Q1 | $274K | Hold |
2,488
| – | – | 0.07% | 49 |
|
|
2023
Q4 | $253K | Hold |
2,488
| – | – | 0.06% | 50 |
|
|
2023
Q3 | $230K | Hold |
2,488
| – | – | 0.06% | 50 |
|
|
2023
Q2 | $239K | Hold |
2,488
| – | – | 0.07% | 50 |
|
|
2023
Q1 | $227K | Hold |
2,488
| – | – | 0.08% | 49 |
|
|
2022
Q4 | $211K | Buy |
+2,488
| New | +$211K | 0.07% | 51 |
|
|
2022
Q3 | – | Sell |
-2,488
| Closed | -$209K | – | 44 |
|
|
2022
Q2 | $209K | Sell |
2,488
-6,100
| -71% | -$512K | 0.08% | 45 |
|
|
2022
Q1 | $857K | Hold |
8,588
| – | – | 0.26% | 25 |
|
|
2021
Q4 | $908K | Hold |
8,588
| – | – | 0.25% | 25 |
|
|
2021
Q3 | $858K | Hold |
8,588
| – | – | 0.27% | 25 |
|
|
2021
Q2 | $869K | Buy |
8,588
+6,100
| +245% | +$617K | 0.26% | 26 |
|
|
2021
Q1 | $237K | Hold |
2,488
| – | – | 0.08% | 39 |
|
|
2020
Q4 | $226K | Buy |
+2,488
| New | +$226K | 0.09% | 40 |
|
|
2020
Q2 | – | Sell |
-16,521
| Closed | -$1.03M | – | 40 |
|
|
2020
Q1 | $1.03M | Buy |
+16,521
| New | +$1.03M | 0.54% | 18 |
|