Winthrop Advisory Group’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 | $957K | Buy |
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|
2025
Q2 | $883K | Sell |
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|
2025
Q1 | $867K | Buy |
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|
2024
Q4 | $782K | Buy |
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $412K | Hold |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $331K | Buy |
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $280K | Buy |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $328K | Hold |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $312K | Hold |
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|
2020
Q4 | $298K | Buy |
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|
2020
Q3 | $264K | Hold |
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|
2020
Q2 | $244K | Buy |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $2.47M | Buy |
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|
2019
Q3 | $2.06M | Hold |
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|
2019
Q2 | $2.06M | Sell |
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|
2019
Q1 | $2.06M | Sell |
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|
2018
Q4 | $1.93M | Buy |
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