Tortoise Investment Management’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 | $67.8K | Hold |
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|
2025
Q1 | $61.3K | Hold |
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|
2024
Q4 | $61.9K | Hold |
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|
2024
Q3 | $63K | Sell |
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|
2024
Q2 | $59.9K | Sell |
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|
2024
Q1 | $69.2K | Hold |
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|
2023
Q4 | $63.9K | Hold |
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|
2023
Q3 | $58K | Hold |
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|
2023
Q2 | $60.3K | Hold |
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|
2023
Q1 | $57.2K | Hold |
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|
2022
Q4 | $53.3K | Sell |
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|
2022
Q3 | $49K | Hold |
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|
2022
Q2 | $53K | Sell |
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|
2022
Q1 | $64K | Hold |
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|
2021
Q4 | $68K | Sell |
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|
2021
Q3 | $65K | Sell |
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|
2021
Q2 | $78K | Sell |
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|
2021
Q1 | $80K | Sell |
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|
2020
Q4 | $81K | Hold |
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|
2020
Q3 | $71K | Sell |
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|
2020
Q2 | $69K | Hold |
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|
2020
Q1 | $59K | Sell |
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|
2019
Q4 | $80K | Sell |
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|
2019
Q3 | $87K | Sell |
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|
2019
Q2 | $90K | Sell |
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|
2019
Q1 | $118K | Buy |
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|
2018
Q4 | $68K | Buy |
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|
2018
Q3 | $77K | Buy |
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|
2018
Q2 | $57K | Buy |
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|
2018
Q1 | $49K | Hold |
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|
2017
Q4 | $50K | Buy |
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|
2017
Q3 | $47K | Buy |
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|
2017
Q2 | $43K | Buy |
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|
2017
Q1 | $37K | Hold |
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|
2016
Q4 | $35K | Sell |
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|
2016
Q3 | $56K | Buy |
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|
2016
Q2 | $33K | Hold |
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|
2016
Q1 | $33K | Sell |
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|
2015
Q4 | $54K | Sell |
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|
2015
Q3 | $55K | Hold |
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|
2015
Q2 | $61K | Hold |
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|
2015
Q1 | $61K | Hold |
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|
2014
Q4 | $60K | Sell |
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|
2014
Q3 | $62K | Hold |
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|
2014
Q2 | $64K | Buy |
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|
2014
Q1 | $59K | Buy |
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|
2013
Q4 | $39K | Buy |
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|
2013
Q3 | $33K | Hold |
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|
2013
Q2 | $31K | Buy |
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