Stonebridge Capital Advisors’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 | $346K | Hold |
2,694
| – | – | 0.03% | 158 |
|
|
2025
Q1 | $314K | Hold |
2,694
| – | – | 0.03% | 160 |
|
|
2024
Q4 | $317K | Hold |
2,694
| – | – | 0.03% | 167 |
|
|
2024
Q3 | $322K | Buy |
+2,694
| New | +$322K | 0.03% | 175 |
|
|
2019
Q3 | – | Sell |
-226
| Closed | -$17K | – | 851 |
|
|
2019
Q2 | $17K | Buy |
+226
| New | +$17K | ﹤0.01% | 480 |
|