Winch Advisory Services’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 | $23.3K | Buy |
|
|||||
|
2025
Q1 | $20.9K | Hold |
|
|||||
|
2024
Q4 | $21.1K | Buy |
|
|||||
|
2024
Q3 | $21.3K | Hold |
|
|||||
|
2024
Q2 | $20K | Buy |
|
|||||
|
2024
Q1 | $19.5K | Hold |
|
|||||
|
2023
Q4 | $18K | Buy |
|
|||||
|
2023
Q3 | $16K | Sell |
|
|||||
|
2023
Q2 | $18K | Sell |
|
|||||
|
2023
Q1 | $19K | Hold |
|
|||||
|
2022
Q4 | $18K | Buy |
|
|||||
|
2022
Q3 | $16K | Hold |
|
|||||
|
2022
Q2 | $18K | Buy |
|
|||||
|
2022
Q1 | $10K | Hold |
|
|||||
|
2021
Q4 | $10K | Buy |
|
|||||
|
2021
Q3 | $10K | Hold |
|
|||||
|
2021
Q2 | $10K | Hold |
|
|||||
|
2021
Q1 | $9K | Buy |
|
|||||
|
2020
Q4 | $9K | Buy |
|
|||||
|
2020
Q3 | $7K | Buy |
|
|||||
|
2020
Q2 | $7K | Buy |
|
|||||
|
2020
Q1 | $2K | Sell |
|
|||||
|
2019
Q4 | $6K | Sell |
|
|||||
|
2019
Q3 | $18K | Sell |
|
|||||
|
2019
Q2 | $4.79M | Buy |
|
|||||
|
2019
Q1 | $4.59M | Buy |
|
|||||
|
2018
Q4 | $10K | Sell |
|
|||||
|
2018
Q3 | $5.03M | Sell |
|
|||||
|
2018
Q2 | $4.85M | Sell |
|
|||||
|
2018
Q1 | $5.15M | Buy |
|
|||||
|
2017
Q4 | $58K | Buy |
|
|||||
|
2017
Q3 | $28K | Hold |
|
|||||
|
2017
Q2 | $27K | Buy |
|
|||||
|
2017
Q1 | $26K | Hold |
|
|||||
|
2016
Q4 | $24K | Buy |
|
|||||
|
2016
Q3 | $24K | Hold |
|
|||||
|
2016
Q2 | $23K | Buy |
|
|||||
|
2016
Q1 | $22K | Hold |
|
|||||
|
2015
Q4 | $22K | Buy |
|
|||||
|
2015
Q3 | $21K | Buy |
|
|||||
|
2015
Q2 | $23K | Hold |
|
|||||
|
2015
Q1 | $23K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $23K | Buy |
|
|||||
|
2014
Q2 | $23K | Hold |
|
|||||
|
2014
Q1 | $22K | Buy |
|