Atria Wealth Solutions’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 | $340K | Sell |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $999K | Buy |
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|
2024
Q3 | $978K | Buy |
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|
2024
Q2 | $401K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $515K | Sell |
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|
2022
Q4 | $822K | Sell |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.76M | Buy |
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|
2022
Q1 | $2M | Buy |
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