CWM
Cahaba 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 | $492K | Buy |
8,070
+113
| +1% | +$6.89K | 0.04% | 96 |
|
|
2025
Q1 | $441K | Hold |
7,957
| – | – | 0.04% | 95 |
|
|
2024
Q4 | $415K | Buy |
7,957
+115
| +1% | +$6K | 0.03% | 99 |
|
|
2024
Q3 | $449K | Hold |
7,842
| – | – | 0.04% | 95 |
|
|
2024
Q2 | $417K | Buy |
7,842
+115
| +1% | +$6.11K | 0.04% | 94 |
|
|
2024
Q1 | $413K | Sell |
7,727
-269
| -3% | -$14.4K | 0.04% | 97 |
|
|
2023
Q4 | $408K | Buy |
7,996
+112
| +1% | +$5.72K | 0.04% | 90 |
|
|
2023
Q3 | $371K | Hold |
7,884
| – | – | 0.04% | 93 |
|
|
2023
Q2 | $388K | Buy |
7,884
+127
| +2% | +$6.25K | 0.04% | 93 |
|
|
2023
Q1 | $378K | Hold |
7,757
| – | – | 0.04% | 92 |
|
|
2022
Q4 | $353K | Buy |
7,757
+64
| +0.8% | +$2.91K | 0.04% | 98 |
|
|
2022
Q3 | $307K | Hold |
7,693
| – | – | 0.04% | 101 |
|
|
2022
Q2 | $346K | Buy |
7,693
+140
| +2% | +$6.3K | 0.05% | 94 |
|
|
2022
Q1 | $368K | Buy |
7,553
+12
| +0.2% | +$585 | 0.05% | 97 |
|
|
2021
Q4 | $419K | Buy |
7,541
+112
| +2% | +$6.22K | 0.06% | 98 |
|
|
2021
Q3 | $411K | Hold |
7,429
| – | – | 0.06% | 90 |
|
|
2021
Q2 | $420K | Buy |
7,429
+78
| +1% | +$4.41K | 0.06% | 60 |
|
|
2021
Q1 | $405K | Hold |
7,351
| – | – | 0.06% | 63 |
|
|
2020
Q4 | $407K | Buy |
7,351
+68
| +0.9% | +$3.77K | 0.07% | 65 |
|
|
2020
Q3 | $334K | Hold |
7,283
| – | – | 0.07% | 62 |
|
|
2020
Q2 | $337K | Buy |
7,283
+83
| +1% | +$3.84K | 0.07% | 62 |
|
|
2020
Q1 | $271K | Sell |
7,200
-29,198
| -80% | -$1.1M | 0.07% | 60 |
|
|
2019
Q4 | $1.79M | Buy |
36,398
+582
| +2% | +$28.6K | 0.4% | 29 |
|
|
2019
Q3 | $1.65M | Hold |
35,816
| – | – | 0.39% | 29 |
|
|
2019
Q2 | $1.67M | Buy |
35,816
+600
| +2% | +$28K | 0.42% | 28 |
|
|
2019
Q1 | $1.63M | Buy |
35,216
+17
| +0% | +$786 | 0.44% | 27 |
|
|
2018
Q4 | $1.48M | Sell |
35,199
-8,239
| -19% | -$345K | 0.46% | 31 |
|
|
2018
Q3 | $2.08M | Buy |
43,438
+8,539
| +24% | +$408K | 0.68% | 21 |
|
|
2018
Q2 | $1.68M | Buy |
34,899
+530
| +2% | +$25.4K | 0.58% | 22 |
|
|
2018
Q1 | $1.68M | Sell |
34,369
-1,427
| -4% | -$69.9K | 0.66% | 21 |
|
|
2017
Q4 | $1.79M | Buy |
35,796
+377
| +1% | +$18.8K | 0.73% | 23 |
|
|
2017
Q3 | $1.71M | Buy |
+35,419
| New | +$1.71M | 0.79% | 23 |
|