Sharkey, Howes & Javer’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
Q3 | $2.95M | Sell |
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|
2025
Q2 | $2.88M | Sell |
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|
2025
Q1 | $3.74M | Sell |
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|
2024
Q4 | $3.87M | Buy |
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|
2024
Q3 | $3.66M | Buy |
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|
2024
Q2 | $854K | Sell |
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|
2024
Q1 | $4.53M | Buy |
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|
2023
Q4 | $327K | Buy |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $278K | Buy |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $239K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $782K | Sell |
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|
2020
Q3 | $713K | Buy |
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|
2020
Q2 | $576K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $425K | Buy |
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|
2018
Q3 | $126K | Sell |
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|
2018
Q2 | $132K | Buy |
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|
2018
Q1 | $131K | Sell |
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|
2017
Q4 | $228K | Buy |
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|
2017
Q3 | $164K | Hold |
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|
2017
Q2 | $154K | Hold |
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|
2017
Q1 | $149K | Sell |
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|
2016
Q4 | $347K | Sell |
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|
2016
Q3 | $362K | Sell |
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|
2016
Q2 | $422K | Buy |
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|
2016
Q1 | $333K | Buy |
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|
2015
Q4 | $145K | Sell |
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|
2015
Q3 | $268K | Buy |
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