Vista Capital Partners’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 | $233K | Hold |
1,813
| – | – | 0.03% | 110 |
|
|
2025
Q1 | $211K | Sell |
1,813
-95
| -5% | -$11.1K | 0.03% | 107 |
|
|
2024
Q4 | $224K | Sell |
1,908
-169
| -8% | -$19.9K | 0.03% | 107 |
|
|
2024
Q3 | $248K | Hold |
2,077
| – | – | 0.03% | 90 |
|
|
2024
Q2 | $233K | Hold |
2,077
| – | – | 0.03% | 83 |
|
|
2024
Q1 | $229K | Hold |
2,077
| – | – | 0.03% | 85 |
|
|
2023
Q4 | $211K | Buy |
+2,077
| New | +$211K | 0.03% | 83 |
|
|
2022
Q2 | – | Sell |
-2,077
| Closed | -$207K | – | 83 |
|
|
2022
Q1 | $207K | Hold |
2,077
| – | – | 0.03% | 86 |
|
|
2021
Q4 | $220K | Hold |
2,077
| – | – | 0.03% | 87 |
|
|
2021
Q3 | $208K | Hold |
2,077
| – | – | 0.03% | 72 |
|
|
2021
Q2 | $210K | Buy |
+2,077
| New | +$210K | 0.03% | 69 |
|
|
2019
Q1 | – | Sell |
-3,207
| Closed | -$205K | – | 54 |
|
|
2018
Q4 | $205K | Sell |
3,207
-120
| -4% | -$7.67K | 0.05% | 51 |
|
|
2018
Q3 | $247K | Hold |
3,327
| – | – | 0.05% | 49 |
|
|
2018
Q2 | $236K | Sell |
3,327
-9
| -0.3% | -$638 | 0.05% | 47 |
|
|
2018
Q1 | $239K | Sell |
3,336
-792
| -19% | -$56.7K | 0.05% | 47 |
|
|
2017
Q4 | $240K | Buy |
4,128
+331
| +9% | +$19.2K | 0.05% | 46 |
|
|
2017
Q3 | $261K | Buy |
3,797
+450
| +13% | +$30.9K | 0.06% | 43 |
|
|
2017
Q2 | $219K | Hold |
3,347
| – | – | 0.06% | 49 |
|
|
2017
Q1 | $212K | Sell |
3,347
-914
| -21% | -$57.9K | 0.06% | 47 |
|
|
2016
Q4 | $252K | Hold |
4,261
| – | – | 0.07% | 45 |
|
|
2016
Q3 | $252K | Hold |
4,261
| – | – | 0.07% | 42 |
|
|
2016
Q2 | $240K | Hold |
4,261
| – | – | 0.07% | 35 |
|
|
2016
Q1 | $239K | Hold |
4,261
| – | – | 0.07% | 35 |
|
|
2015
Q4 | $238K | Sell |
4,261
-24
| -0.6% | -$1.34K | 0.07% | 41 |
|
|
2015
Q3 | $231K | Hold |
4,285
| – | – | 0.08% | 40 |
|
|
2015
Q2 | $255K | Buy |
+4,285
| New | +$255K | 0.08% | 39 |
|