SHJ
Sharkey, Howes & Javer’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Sell |
22,401
-9,731
| -30% | -$1.25M | 0.39% | 50 |
|
|
2025
Q1 | $3.74M | Sell |
32,132
-768
| -2% | -$89.4K | 0.54% | 38 |
|
|
2024
Q4 | $3.87M | Buy |
32,900
+2,270
| +7% | +$267K | 0.54% | 34 |
|
|
2024
Q3 | $3.66M | Buy |
30,630
+23,035
| +303% | +$2.75M | 0.52% | 33 |
|
|
2024
Q2 | $854K | Sell |
7,595
-33,539
| -82% | -$3.77M | 0.14% | 71 |
|
|
2024
Q1 | $4.53M | Buy |
41,134
+37,922
| +1,181% | +$4.18M | 0.74% | 24 |
|
|
2023
Q4 | $327K | Buy |
3,212
+319
| +11% | +$32.5K | 0.06% | 89 |
|
|
2023
Q3 | $267K | Hold |
2,893
| – | – | 0.05% | 93 |
|
|
2023
Q2 | $278K | Buy |
2,893
+672
| +30% | +$64.5K | 0.05% | 83 |
|
|
2023
Q1 | $202K | Buy |
+2,221
| New | +$202K | 0.04% | 91 |
|
|
2022
Q4 | – | Sell |
-2,847
| Closed | -$222K | – | 95 |
|
|
2022
Q3 | $222K | Hold |
2,847
| – | – | 0.05% | 100 |
|
|
2022
Q2 | $239K | Buy |
+2,847
| New | +$239K | 0.06% | 80 |
|
|
2021
Q1 | – | Sell |
-8,625
| Closed | -$782K | – | 78 |
|
|
2020
Q4 | $782K | Sell |
8,625
-295
| -3% | -$26.7K | 0.26% | 41 |
|
|
2020
Q3 | $713K | Buy |
8,920
+1,112
| +14% | +$88.9K | 0.27% | 42 |
|
|
2020
Q2 | $576K | Buy |
+7,808
| New | +$576K | 0.25% | 46 |
|
|
2019
Q1 | – | Sell |
-6,631
| Closed | -$425K | – | 202 |
|
|
2018
Q4 | $425K | Buy |
6,631
+4,939
| +292% | +$317K | 0.28% | 33 |
|
|
2018
Q3 | $126K | Sell |
1,692
-166
| -9% | -$12.4K | 0.07% | 73 |
|
|
2018
Q2 | $132K | Buy |
1,858
+28
| +2% | +$1.99K | 0.07% | 60 |
|
|
2018
Q1 | $131K | Sell |
1,830
-1,328
| -42% | -$95.1K | 0.07% | 50 |
|
|
2017
Q4 | $228K | Buy |
3,158
+803
| +34% | +$58K | 0.13% | 33 |
|
|
2017
Q3 | $164K | Hold |
2,355
| – | – | 0.09% | 44 |
|
|
2017
Q2 | $154K | Hold |
2,355
| – | – | 0.09% | 39 |
|
|
2017
Q1 | $149K | Sell |
2,355
-3,516
| -60% | -$222K | 0.08% | 42 |
|
|
2016
Q4 | $347K | Sell |
5,871
-260
| -4% | -$15.4K | 0.21% | 25 |
|
|
2016
Q3 | $362K | Sell |
6,131
-1,382
| -18% | -$81.6K | 0.22% | 25 |
|
|
2016
Q2 | $422K | Buy |
7,513
+1,576
| +27% | +$88.5K | 0.26% | 23 |
|
|
2016
Q1 | $333K | Buy |
5,937
+3,333
| +128% | +$187K | 0.24% | 27 |
|
|
2015
Q4 | $145K | Sell |
2,604
-2,228
| -46% | -$124K | 0.1% | 47 |
|
|
2015
Q3 | $268K | Buy |
+4,832
| New | +$268K | 0.21% | 32 |
|