9258 Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $532K | Hold |
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|
2024
Q2 | $494K | Buy |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $408K | Sell |
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|
2023
Q3 | $562K | Hold |
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|
2023
Q2 | $589K | Sell |
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|
2023
Q1 | $667K | Hold |
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|
2022
Q4 | $622K | Sell |
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|
2022
Q3 | $583K | Sell |
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|
2022
Q2 | $797K | Sell |
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|
2022
Q1 | $986K | Buy |
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|
2021
Q4 | $723K | Buy |
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