AWM
Aries Wealth Management’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 | $693K | Buy |
11,367
+3,906
| +52% | +$238K | 0.18% | 112 |
|
|
2025
Q1 | $414K | Hold |
7,461
| – | – | 0.11% | 154 |
|
|
2024
Q4 | $389K | Buy |
7,461
+2,627
| +54% | +$137K | 0.11% | 159 |
|
|
2024
Q3 | $277K | Hold |
4,834
| – | – | 0.08% | 194 |
|
|
2024
Q2 | $257K | Hold |
4,834
| – | – | 0.08% | 175 |
|
|
2024
Q1 | $258K | Hold |
4,834
| – | – | 0.08% | 178 |
|
|
2023
Q4 | $247K | Buy |
4,834
+535
| +12% | +$27.3K | 0.09% | 172 |
|
|
2023
Q3 | $202K | Buy |
+4,299
| New | +$202K | 0.08% | 188 |
|