Acorn Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $311K | Sell |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $374K | Sell |
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|
2023
Q3 | $488K | Hold |
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|
2023
Q2 | $510K | Buy |
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|
2023
Q1 | $498K | Sell |
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|
2022
Q4 | $540K | Sell |
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|
2022
Q3 | $558K | Sell |
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|
2022
Q2 | $627K | Sell |
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|
2022
Q1 | $781K | Sell |
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|
2021
Q4 | $950K | Sell |
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|
2021
Q3 | $988K | Buy |
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|
2021
Q2 | $972K | Buy |
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|
2021
Q1 | $834K | Buy |
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|
2020
Q4 | $450K | Buy |
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