AWMNH
Arcadia Wealth Management (New Hampshire)’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 | $9.39M | Buy |
154,066
+3,880
| +3% | +$236K | 4.1% | 7 |
|
|
2025
Q1 | $8.33M | Buy |
150,186
+9,626
| +7% | +$534K | 4.11% | 8 |
|
|
2024
Q4 | $7.33M | Buy |
140,560
+84,002
| +149% | +$4.38M | 3.71% | 8 |
|
|
2024
Q3 | $3.23M | Buy |
56,558
+33,711
| +148% | +$1.93M | 1.7% | 15 |
|
|
2024
Q2 | $1.21M | Buy |
22,847
+1,955
| +9% | +$104K | 0.69% | 24 |
|
|
2024
Q1 | $1.12M | Buy |
20,892
+633
| +3% | +$33.9K | 0.69% | 25 |
|
|
2023
Q4 | $1.03M | Buy |
20,259
+8,236
| +69% | +$420K | 0.72% | 27 |
|
|
2023
Q3 | $565K | Buy |
12,023
+1,564
| +15% | +$73.5K | 0.44% | 31 |
|
|
2023
Q2 | $515K | Buy |
+10,459
| New | +$515K | 0.38% | 35 |
|