Simon Quick Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.8M | Buy |
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|
2025
Q2 | $2.53M | Sell |
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|
2025
Q1 | $2.75M | Sell |
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|
2024
Q4 | $2.69M | Sell |
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|
2024
Q3 | $3.18M | Sell |
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|
2024
Q2 | $3.32M | Sell |
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|
2024
Q1 | $3.59M | Sell |
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|
2023
Q4 | $4.34M | Sell |
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|
2023
Q3 | $4.1M | Sell |
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|
2023
Q2 | $4.61M | Sell |
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|
2023
Q1 | $5.87M | Sell |
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|
2022
Q4 | $6.43M | Sell |
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|
2022
Q3 | $5.98M | Buy |
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|
2022
Q2 | $6.34M | Sell |
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|
2022
Q1 | $17.1M | Buy |
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|
2021
Q4 | $14.9M | Buy |
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|
2021
Q3 | $13.7M | Buy |
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|
2021
Q2 | $12.2M | Buy |
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|
2021
Q1 | $8.53M | Sell |
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|
2020
Q4 | $11.7M | Buy |
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|
2020
Q3 | $9.65M | Buy |
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|
2020
Q2 | $8.29M | Buy |
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|
2020
Q1 | $5.71M | Sell |
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|
2019
Q4 | $7.87M | Buy |
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|
2019
Q3 | $7.01M | Buy |
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|
2019
Q2 | $6.6M | Buy |
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|
2019
Q1 | $5.89M | Buy |
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|
2018
Q4 | $1.64M | Buy |
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