Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.49M | Sell |
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|
2023
Q4 | $3.43M | Sell |
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|
2023
Q3 | $3.13M | Buy |
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|
2023
Q2 | $3.24M | Buy |
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|
2023
Q1 | $3.06M | Sell |
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|
2022
Q4 | $2.94M | Buy |
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|
2022
Q3 | $2.59M | Sell |
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|
2022
Q2 | $2.83M | Buy |
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|
2022
Q1 | $3.04M | Buy |
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|
2021
Q4 | $3.42M | Buy |
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|
2021
Q3 | $3.21M | Buy |
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|
2021
Q2 | $3.23M | Buy |
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|
2021
Q1 | $3.02M | Buy |
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|
2020
Q4 | $2.86M | Buy |
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|
2020
Q3 | $2.42M | Buy |
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|
2020
Q2 | $2.22M | Sell |
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|
2020
Q1 | $1.95M | Buy |
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|
2019
Q4 | $512K | Buy |
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|
2019
Q3 | $475K | Buy |
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|
2019
Q2 | $442K | Sell |
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|
2019
Q1 | $436K | Buy |
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|
2018
Q4 | $334K | Sell |
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|
2018
Q3 | $443K | Sell |
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|
2018
Q2 | $1.16M | Buy |
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|
2018
Q1 | $1.12M | Sell |
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|
2017
Q4 | $1.15M | Sell |
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|
2017
Q3 | $1.19M | Sell |
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|
2017
Q2 | $1.14M | Sell |
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|
2017
Q1 | $15.6M | Sell |
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|
2016
Q4 | $15.2M | Sell |
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|
2016
Q3 | $15.2M | Buy |
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|
2016
Q2 | $13.9M | Buy |
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|
2016
Q1 | $13.9M | Sell |
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|
2015
Q4 | $13.8M | Buy |
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|
2015
Q3 | $12.7M | Buy |
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|
2015
Q2 | $13.1M | Buy |
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|
2015
Q1 | $13.2M | Buy |
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|
2014
Q4 | $11.7M | Sell |
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|
2014
Q3 | $11.9M | Buy |
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|
2014
Q2 | $12.1M | Buy |
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|
2014
Q1 | $1.16M | Sell |
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|
2013
Q4 | $1.22M | Buy |
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|
2013
Q3 | $1.04M | Sell |
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|
2013
Q2 | $1M | Buy |
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