Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
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|
2025
Q1 | $11.9M | Sell |
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|
2024
Q4 | $12.3M | Buy |
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|
2024
Q3 | $10.4M | Buy |
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|
2024
Q2 | $9.46M | Buy |
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|
2024
Q1 | $8.45M | Buy |
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|
2023
Q4 | $4.87M | Buy |
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|
2023
Q3 | $4.12M | Sell |
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|
2023
Q2 | $4.55M | Sell |
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|
2023
Q1 | $4.33M | Buy |
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|
2022
Q4 | $3.96M | Sell |
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|
2022
Q3 | $3.99M | Buy |
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|
2022
Q2 | $3.93M | Buy |
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|
2022
Q1 | $417K | Hold |
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|
2021
Q4 | $417K | Hold |
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|
2021
Q3 | $445K | Hold |
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|
2021
Q2 | $434K | Hold |
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|
2021
Q1 | $415K | Hold |
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|
2020
Q4 | $401K | Hold |
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|
2020
Q3 | $327K | Hold |
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|
2020
Q2 | $336K | Hold |
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|
2020
Q1 | $262K | Hold |
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|
2019
Q4 | $338K | Hold |
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|
2019
Q3 | $308K | Hold |
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|
2019
Q2 | $308K | Hold |
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|
2019
Q1 | $302K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $190K | Buy |
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|
2013
Q3 | – | Hold |
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