AllSquare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Hold |
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|
2025
Q1 | $963K | Buy |
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|
2024
Q4 | $867K | Buy |
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|
2024
Q3 | $922K | Buy |
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|
2024
Q2 | $465K | Buy |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $409K | Hold |
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|
2023
Q3 | $377K | Sell |
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|
2023
Q2 | $392K | Buy |
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|
2023
Q1 | $363K | Sell |
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|
2022
Q4 | $342K | Sell |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $343K | Sell |
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|
2022
Q1 | $406K | Sell |
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|
2021
Q4 | $554K | Hold |
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|
2021
Q3 | $553K | Buy |
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|
2021
Q2 | $566K | Buy |
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|
2021
Q1 | $495K | Sell |
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|
2020
Q4 | $483K | Sell |
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|
2020
Q3 | $509K | Sell |
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|
2020
Q2 | $510K | Hold |
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|
2020
Q1 | $444K | Sell |
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|
2019
Q4 | $581K | Sell |
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|
2019
Q3 | $763K | Sell |
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|
2019
Q2 | $795K | Sell |
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|
2019
Q1 | $877K | Sell |
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|
2018
Q4 | $798K | Sell |
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|
2018
Q3 | $934K | Buy |
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|
2018
Q2 | $806K | Buy |
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|
2018
Q1 | $715K | Buy |
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|
2017
Q4 | $612K | Buy |
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|
2017
Q3 | $521K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $282K | Buy |
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|
2016
Q4 | $185K | Buy |
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|
2016
Q3 | $8K | Buy |
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