AWA
Aaron Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Sell |
51,504
-4,349
| -8% | -$265K | 0.32% | 47 |
|
|
2025
Q1 | $3.1M | Sell |
55,853
-32,305
| -37% | -$1.79M | 0.36% | 43 |
|
|
2024
Q4 | $4.6M | Sell |
88,158
-233
| -0.3% | -$12.2K | 0.53% | 31 |
|
|
2024
Q3 | $5.06M | Sell |
88,391
-11,597
| -12% | -$664K | 0.6% | 24 |
|
|
2024
Q2 | $5.31M | Sell |
99,988
-693
| -0.7% | -$36.8K | 0.74% | 21 |
|
|
2024
Q1 | $5.38M | Sell |
100,681
-439
| -0.4% | -$23.4K | 0.77% | 21 |
|
|
2023
Q4 | $5.16M | Sell |
101,120
-500
| -0.5% | -$25.5K | 0.86% | 18 |
|
|
2023
Q3 | $4.78M | Sell |
101,620
-8,152
| -7% | -$383K | 0.62% | 28 |
|
|
2023
Q2 | $5.4M | Sell |
109,772
-222
| -0.2% | -$10.9K | 0.7% | 28 |
|
|
2023
Q1 | $5.36M | Hold |
109,994
| – | – | 0.74% | 30 |
|
|
2022
Q4 | $5M | Sell |
109,994
-2,309
| -2% | -$105K | 0.73% | 29 |
|
|
2022
Q3 | $4.49M | Hold |
112,303
| – | – | 0.83% | 29 |
|
|
2022
Q2 | $5.05M | Sell |
112,303
-5,936,015
| -98% | -$267M | 1.27% | 18 |
|
|
2022
Q1 | $116M | Buy |
6,048,318
+5,932,605
| +5,127% | +$113M | 1.6% | 14 |
|
|
2021
Q4 | $6.43M | Sell |
115,713
-1,248
| -1% | -$69.4K | 1.8% | 12 |
|
|
2021
Q3 | $6.48M | Sell |
116,961
-14,780
| -11% | -$819K | 1.83% | 13 |
|
|
2021
Q2 | $7.58M | Hold |
131,741
| – | – | 2.49% | 10 |
|
|
2021
Q1 | $7.27M | Hold |
131,741
| – | – | 2.67% | 10 |
|
|
2020
Q4 | $6.99M | Buy |
+131,741
| New | +$6.99M | 2.56% | 13 |
|