Tiedemann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8M | Sell |
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|
2023
Q2 | $8.45M | Hold |
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|
2023
Q1 | $8.03M | Buy |
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|
2022
Q4 | $7.33M | Buy |
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|
2022
Q3 | $3.73M | Buy |
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|
2022
Q2 | $3.78M | Hold |
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|
2022
Q1 | $4.5M | Buy |
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|
2021
Q4 | $4.65M | Sell |
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|
2021
Q3 | $6.94M | Hold |
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|
2021
Q2 | $7.03M | Sell |
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|
2021
Q1 | $6.89M | Hold |
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|
2020
Q4 | $6.57M | Sell |
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|
2020
Q3 | $16.6M | Buy |
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|
2020
Q2 | $5.33M | Sell |
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|
2020
Q1 | $6.36M | Sell |
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|
2019
Q4 | $35M | Sell |
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|
2019
Q3 | $33.4M | Buy |
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|
2019
Q2 | $7.8M | Sell |
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|
2019
Q1 | $7.67M | Sell |
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|
2018
Q4 | $6.94M | Sell |
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|
2018
Q3 | $27.7M | Sell |
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|
2018
Q2 | $31.8M | Buy |
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|
2018
Q1 | $5.87M | Sell |
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|
2017
Q4 | $10.1M | Buy |
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