AWA
Acorn 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 | $321K | Buy |
5,275
+85
| +2% | +$5.18K | 0.12% | 166 |
|
|
2025
Q1 | $288K | Buy |
5,190
+727
| +16% | +$40.3K | 0.12% | 175 |
|
|
2024
Q4 | $233K | Sell |
4,463
-976
| -18% | -$50.9K | 0.1% | 208 |
|
|
2024
Q3 | $311K | Sell |
5,439
-897
| -14% | -$51.3K | 0.13% | 161 |
|
|
2024
Q2 | $337K | Sell |
6,336
-813
| -11% | -$43.2K | 0.17% | 132 |
|
|
2024
Q1 | $382K | Sell |
7,149
-175
| -2% | -$9.34K | 0.2% | 106 |
|
|
2023
Q4 | $374K | Sell |
7,324
-3,047
| -29% | -$156K | 0.22% | 100 |
|
|
2023
Q3 | $488K | Hold |
10,371
| – | – | 0.32% | 73 |
|
|
2023
Q2 | $510K | Buy |
10,371
+153
| +1% | +$7.53K | 0.35% | 73 |
|
|
2023
Q1 | $498K | Sell |
10,218
-1,650
| -14% | -$80.5K | 0.37% | 66 |
|
|
2022
Q4 | $540K | Sell |
11,868
-2,074
| -15% | -$94.4K | 0.41% | 58 |
|
|
2022
Q3 | $558K | Sell |
13,942
-1
| -0% | -$40 | 0.46% | 47 |
|
|
2022
Q2 | $627K | Sell |
13,943
-995
| -7% | -$44.7K | 0.49% | 45 |
|
|
2022
Q1 | $781K | Sell |
14,938
-2,146
| -13% | -$112K | 0.54% | 38 |
|
|
2021
Q4 | $950K | Sell |
17,084
-747
| -4% | -$41.5K | 0.6% | 38 |
|
|
2021
Q3 | $988K | Buy |
17,831
+923
| +5% | +$51.1K | 0.69% | 35 |
|
|
2021
Q2 | $972K | Buy |
16,908
+1,787
| +12% | +$103K | 0.67% | 34 |
|
|
2021
Q1 | $834K | Buy |
15,121
+6,637
| +78% | +$366K | 0.6% | 43 |
|
|
2020
Q4 | $450K | Buy |
+8,484
| New | +$450K | 0.35% | 63 |
|