Axxcess 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
Q1 | – | Sell |
-4,376
| Closed | -$228K | – | 847 |
|
|
2024
Q4 | $228K | Buy |
+4,376
| New | +$228K | 0.01% | 768 |
|
|
2024
Q1 | – | Sell |
-5,853
| Closed | -$299K | – | 866 |
|
|
2023
Q4 | $299K | Buy |
+5,853
| New | +$299K | 0.01% | 644 |
|
|
2023
Q1 | – | Sell |
-12,469
| Closed | -$567K | – | 633 |
|
|
2022
Q4 | $567K | Buy |
+12,469
| New | +$567K | 0.05% | 335 |
|