Waddell & Associates’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 | $3.25M | Hold |
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|
2025
Q1 | $2.94M | Sell |
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|
2024
Q4 | $3M | Hold |
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|
2024
Q3 | $3.05M | Hold |
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|
2024
Q2 | $2.87M | Sell |
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|
2024
Q1 | $2.82M | Sell |
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|
2023
Q4 | $2.66M | Sell |
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|
2023
Q3 | $2.44M | Sell |
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|
2023
Q2 | $2.57M | Hold |
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|
2023
Q1 | $2.44M | Sell |
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|
2022
Q4 | $2.43M | Hold |
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|
2022
Q3 | $2.23M | Sell |
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|
2022
Q2 | $2.45M | Sell |
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|
2022
Q1 | $3.15M | Sell |
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|
2021
Q4 | $3.48M | Sell |
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|
2021
Q3 | $3.62M | Sell |
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|
2021
Q2 | $3.78K | Sell |
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|
2021
Q1 | $3.72M | Sell |
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|
2020
Q4 | $3.75M | Sell |
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|
2020
Q3 | $4.21M | Sell |
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|
2020
Q2 | $4.28M | Sell |
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|
2020
Q1 | $3.73M | Sell |
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|
2019
Q4 | $12.3M | Sell |
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|
2019
Q3 | $11.6M | Sell |
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|
2019
Q2 | $12M | Sell |
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|
2019
Q1 | $12.1M | Sell |
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|
2018
Q4 | $10.9M | Buy |
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