Summit Trail Advisors’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
Q2 | $1.89M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $1.66M | Sell |
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.37M | Buy |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $910K | Buy |
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|
2020
Q1 | $715K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $794K | Buy |
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|
2019
Q2 | $792K | Buy |
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|
2019
Q1 | $741K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $689K | Buy |
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|
2017
Q4 | $726K | Buy |
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