Weil Company’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
Q3 | $318K | Hold |
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|
2025
Q2 | $296K | Hold |
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|
2025
Q1 | $267K | Sell |
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|
2024
Q4 | $311K | Hold |
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|
2024
Q3 | $316K | Hold |
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|
2024
Q2 | $297K | Hold |
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|
2024
Q1 | $291K | Sell |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $1.74M | Buy |
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