Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.5M | Sell |
75,706
-60,615
| -44% | -$8.71M | 0.01% | 927 |
|
|
2025
Q4 | $19.3M | Buy |
136,321
+84,842
| +165% | +$11.9M | 0.02% | 651 |
|
|
2025
Q3 | $7.12M | Sell |
51,479
-712
| -1% | -$94.6K | 0.01% | 1115 |
|
|
2025
Q2 | $6.71M | Buy |
52,191
+12,508
| +32% | +$1.5M | 0.01% | 1093 |
|
|
2025
Q1 | $4.62M | Sell |
39,683
-97,339
| -71% | -$11.7M | ﹤0.01% | 1230 |
|
|
2024
Q4 | $16.1M | Buy |
137,022
+102,748
| +300% | +$12.3M | 0.02% | 656 |
|
|
2024
Q3 | $4.1M | Buy |
34,274
+2,007
| +6% | +$230K | ﹤0.01% | 1314 |
|
|
2024
Q2 | $3.63M | Buy |
32,267
+3,522
| +12% | +$387K | ﹤0.01% | 1325 |
|
|
2024
Q1 | $3.17M | Sell |
28,745
-64,672
| -69% | -$6.79M | ﹤0.01% | 1411 |
|
|
2023
Q4 | $9.51M | Buy |
93,417
+60,457
| +183% | +$5.78M | 0.01% | 792 |
|
|
2023
Q3 | $3.04M | Buy |
32,960
+4,202
| +15% | +$403K | ﹤0.01% | 1321 |
|
|
2023
Q2 | $2.76M | Sell |
28,758
-2,317
| -7% | -$215K | ﹤0.01% | 1410 |
|
|
2023
Q1 | $2.83M | Sell |
31,075
-263,493
| -89% | -$23.5M | ﹤0.01% | 1352 |
|
|
2022
Q4 | $25M | Buy |
294,568
+130,256
| +79% | +$11M | 0.04% | 396 |
|
|
2022
Q3 | $12.8M | Buy |
164,312
+108,273
| +193% | +$9.35M | 0.02% | 560 |
|
|
2022
Q2 | $4.7M | Sell |
56,039
-2,684
| -5% | -$244K | 0.01% | 999 |
|
|
2022
Q1 | $5.86M | Sell |
58,723
-1,510
| -3% | -$150K | 0.01% | 977 |
|
|
2021
Q4 | $6.37M | Buy |
60,233
+31,434
| +109% | +$3.28M | 0.01% | 938 |
|
|
2021
Q3 | $2.88M | Buy |
28,799
+1
| +0% | +$103 | ﹤0.01% | 1339 |
|
|
2021
Q2 | $2.91M | Buy |
28,798
+643
| +2% | +$64.1K | ﹤0.01% | 1350 |
|
|
2021
Q1 | $2.68M | Sell |
28,155
-4,716
| -14% | -$443K | ﹤0.01% | 1336 |
|
|
2020
Q4 | $2.98M | Buy |
32,871
+5,292
| +19% | +$452K | 0.01% | 1144 |
|
|
2020
Q3 | $2.2M | Sell |
27,579
-218
| -0.8% | -$17.3K | ﹤0.01% | 1162 |
|
|
2020
Q2 | $2.05M | Sell |
27,797
-2,090
| -7% | -$146K | ﹤0.01% | 1138 |
|
|
2020
Q1 | $1.87M | Buy |
29,887
+763
| +3% | +$56.5K | 0.01% | 1073 |
|
|
2019
Q4 | $2.31M | Buy |
29,124
+1,748
| +6% | +$134K | ﹤0.01% | 1249 |
|
|
2019
Q3 | $2.02M | Buy |
27,376
+161
| +0.6% | +$11.8K | 0.01% | 1309 |
|
|
2019
Q2 | $2.01M | Sell |
27,215
-2,507
| -8% | -$183K | 0.01% | 1338 |
|
|
2019
Q1 | $2.15M | Sell |
29,722
-23,370
| -44% | -$1.62M | 0.01% | 1201 |
|
|
2018
Q4 | $3.4M | Buy |
53,092
+40,962
| +338% | +$2.81M | 0.01% | 926 |
|
|
2018
Q3 | $900K | Sell |
12,130
-10,815
| -47% | -$791K | ﹤0.01% | 1745 |
|
|
2018
Q2 | $1.63M | Sell |
22,945
-722
| -3% | -$52.4K | 0.01% | 1319 |
|
|
2018
Q1 | $1.7M | Buy |
23,667
+15,918
| +205% | +$1.17M | 0.01% | 1251 |
|
|
2017
Q4 | $558K | Buy |
7,749
+769
| +11% | +$54.4K | ﹤0.01% | 1854 |
|
|
2017
Q3 | $479K | Buy |
6,980
+614
| +10% | +$41.3K | ﹤0.01% | 1906 |
|
|
2017
Q2 | $416K | Buy |
+6,366
| New | +$413K | ﹤0.01% | 1966 |
|
|
2017
Q1 | – | Sell |
-4,250
| Closed | -$252K | – | 2527 |
|
|
2016
Q4 | $252K | Buy |
4,250
+735
| +21% | +$43.1K | ﹤0.01% | 2134 |
|
|
2016
Q3 | $207K | Sell |
3,515
-15,114
| -81% | -$881K | ﹤0.01% | 2162 |
|
|
2016
Q2 | $1.05M | Sell |
18,629
-68
| -0.4% | -$3.84K | ﹤0.01% | 1307 |
|
|
2016
Q1 | $1.05M | Sell |
18,697
-2,064
| -10% | -$109K | 0.01% | 1214 |
|
|
2015
Q4 | $1.16M | Sell |
20,761
-63,593
| -75% | -$3.64M | 0.01% | 1228 |
|
|
2015
Q3 | $4.55M | Buy |
84,354
+63,006
| +295% | +$3.62M | 0.03% | 555 |
|
|
2015
Q2 | $1.27M | Sell |
21,348
-3,575
| -14% | -$221K | 0.01% | 1245 |
|
|
2015
Q1 | $1.5M | Buy |
24,923
+4,915
| +25% | +$292K | 0.01% | 1076 |
|
|
2014
Q4 | $1.17M | Buy |
20,008
+4,662
| +30% | +$274K | 0.01% | 1184 |
|
|
2014
Q3 | $904K | Sell |
15,346
-44,201
| -74% | -$2.66M | 0.01% | 1188 |
|
|
2014
Q2 | $3.59M | Sell |
59,547
-21,705
| -27% | -$1.29M | 0.03% | 571 |
|
|
2014
Q1 | $4.72M | Buy |
+81,252
| New | +$4.62M | 0.05% | 458 |
|
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