TFO Wealth Partners’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
Q3 | $1.61M | Hold |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.37M | Hold |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.25M | Hold |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $1.08M | Hold |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $28.6K | Sell |
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|
2022
Q3 | $858K | Sell |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.48M | Buy |
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|
2021
Q4 | $1.53M | Hold |
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|
2021
Q3 | $1.48M | Sell |
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|
2021
Q2 | $1.58M | Buy |
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|
2021
Q1 | $1.47M | Sell |
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|
2020
Q4 | $2.41M | Buy |
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|
2020
Q3 | $2.11M | Sell |
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|
2020
Q2 | $2.41M | Sell |
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|
2020
Q1 | $3.18M | Buy |
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|
2019
Q4 | $3.48M | Buy |
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