Ballentine Partners’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 | $4.95M | Hold |
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|
2025
Q2 | $4.64M | Sell |
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|
2025
Q1 | $4.4M | Hold |
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|
2024
Q4 | $4.14M | Hold |
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|
2024
Q3 | $4.54M | Hold |
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|
2024
Q2 | $4.22M | Sell |
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|
2024
Q1 | $4.54M | Sell |
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|
2023
Q4 | $4.35M | Hold |
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|
2023
Q3 | $4.01M | Buy |
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|
2023
Q2 | $2.36M | Hold |
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|
2023
Q1 | $2.34M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $5K | Sell |
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|
2016
Q1 | $34K | Buy |
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