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
Q3 | $1.15M | Buy |
17,765
+400
| +2% | +$25K | 0.61% | 29 |
|
|
2025
Q2 | $1.06M | Hold |
17,365
| – | – | 0.59% | 28 |
|
|
2025
Q1 | $963K | Buy |
17,365
+735
| +4% | +$40.4K | 0.57% | 30 |
|
|
2024
Q4 | $867K | Buy |
16,630
+517
| +3% | +$28.3K | 0.5% | 34 |
|
|
2024
Q3 | $922K | Buy |
16,113
+7,365
| +84% | +$401K | 0.52% | 33 |
|
|
2024
Q2 | $465K | Buy |
8,748
+741
| +9% | +$39.5K | 0.28% | 53 |
|
|
2024
Q1 | $427K | Sell |
8,007
-10
| -0.1% | -$513 | 0.25% | 58 |
|
|
2023
Q4 | $409K | Hold |
8,017
| – | – | 0.25% | 54 |
|
|
2023
Q3 | $377K | Sell |
8,017
-89
| -1% | -$4.36K | 0.25% | 56 |
|
|
2023
Q2 | $392K | Buy |
8,106
+653
| +9% | +$32.2K | 0.25% | 56 |
|
|
2023
Q1 | $363K | Sell |
7,453
-55
| -0.7% | -$2.65K | 0.24% | 59 |
|
|
2022
Q4 | $342K | Sell |
7,508
-50
| -0.7% | -$2.19K | 0.23% | 57 |
|
|
2022
Q3 | $302K | Sell |
7,558
-70
| -0.9% | -$3.12K | 0.22% | 58 |
|
|
2022
Q2 | $343K | Sell |
7,628
-134
| -2% | -$6.49K | 0.23% | 56 |
|
|
2022
Q1 | $406K | Sell |
7,762
-2,210
| -22% | -$118K | 0.24% | 60 |
|
|
2021
Q4 | $554K | Hold |
9,972
| – | – | 0.32% | 42 |
|
|
2021
Q3 | $553K | Buy |
9,972
+122
| +1% | +$6.95K | 0.33% | 40 |
|
|
2021
Q2 | $566K | Buy |
9,850
+872
| +10% | +$50.1K | 0.33% | 41 |
|
|
2021
Q1 | $495K | Sell |
8,978
-137
| -2% | -$7.57K | 0.31% | 41 |
|
|
2020
Q4 | $483K | Sell |
9,115
-1,942
| -18% | -$96.3K | 0.32% | 39 |
|
|
2020
Q3 | $509K | Sell |
11,057
-741
| -6% | -$34.1K | 0.37% | 36 |
|
|
2020
Q2 | $510K | Hold |
11,798
| – | – | 0.38% | 38 |
|
|
2020
Q1 | $444K | Sell |
11,798
-25
| -0.2% | -$1.12K | 0.39% | 37 |
|
|
2019
Q4 | $581K | Sell |
11,823
-4,748
| -29% | -$226K | 0.41% | 37 |
|
|
2019
Q3 | $763K | Sell |
16,571
-424
| -2% | -$19.4K | 0.57% | 24 |
|
|
2019
Q2 | $795K | Sell |
16,995
-1,954
| -10% | -$90.8K | 0.59% | 23 |
|
|
2019
Q1 | $877K | Sell |
18,949
-65
| -0.3% | -$2.93K | 0.66% | 19 |
|
|
2018
Q4 | $798K | Sell |
19,014
-570
| -3% | -$25.1K | 0.66% | 19 |
|
|
2018
Q3 | $934K | Buy |
19,584
+2,523
| +15% | +$120K | 0.7% | 17 |
|
|
2018
Q2 | $806K | Buy |
17,061
+2,665
| +19% | +$132K | 0.61% | 20 |
|
|
2018
Q1 | $715K | Buy |
14,396
+2,151
| +18% | +$109K | 0.57% | 23 |
|
|
2017
Q4 | $612K | Buy |
12,245
+1,479
| +14% | +$72.9K | 0.48% | 30 |
|
|
2017
Q3 | $521K | Buy |
+10,766
| New | +$508K | 0.43% | 30 |
|
|
2017
Q2 | – | Sell |
-6,458
| Closed | -$282K | – | 173 |
|
|
2017
Q1 | $282K | Buy |
6,458
+1,860
| +40% | +$78.8K | 0.25% | 52 |
|
|
2016
Q4 | $185K | Buy |
4,598
+4,397
| +2,188% | +$178K | 0.17% | 66 |
|
|
2016
Q3 | $8K | Buy |
+201
| New | +$8.18K | 0.01% | 224 |
|
Other funds holding ACWX
GAB
ST
AllSquare Wealth Management's ACWX Position: Q3 2025 in Review
AllSquare Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 2.3% in Q3 2025, buying an estimated $25K and bringing the position to 17,765 shares worth $1.15M. The position accounts for 0.61% of the portfolio, ranked #29.
AllSquare Wealth Management first reported a position in ACWX in Q3 2016 and has held it in 36 quarters since. 548 funds tracked by Wall St. Rank hold ACWX as of Q3 2025.
- AllSquare Wealth Management held 17,765 shares of iShares MSCI ACWI ex US ETF worth $1.15M as of Q3 2025.
- AllSquare Wealth Management bought 400 iShares MSCI ACWI ex US ETF shares in Q3 2025, an estimated $25K.
- iShares MSCI ACWI ex US ETF made up 0.61% of AllSquare Wealth Management's portfolio in Q3 2025, its #29 holding.
- AllSquare Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2016 and has held it in 36 quarters since.
- 548 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.