Cahaba Wealth Management’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 | $525K | Hold |
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|
2025
Q2 | $492K | Buy |
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|
2025
Q1 | $441K | Hold |
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|
2024
Q4 | $415K | Buy |
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|
2024
Q3 | $449K | Hold |
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|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $413K | Sell |
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | $371K | Hold |
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|
2023
Q2 | $388K | Buy |
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|
2023
Q1 | $378K | Hold |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $346K | Buy |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q3 | $411K | Hold |
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|
2021
Q2 | $420K | Buy |
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|
2021
Q1 | $405K | Hold |
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|
2020
Q4 | $407K | Buy |
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|
2020
Q3 | $334K | Hold |
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|
2020
Q2 | $337K | Buy |
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|
2020
Q1 | $271K | Sell |
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|
2019
Q4 | $1.79M | Buy |
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|
2019
Q3 | $1.65M | Hold |
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|
2019
Q2 | $1.67M | Buy |
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|
2019
Q1 | $1.63M | Buy |
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|
2018
Q4 | $1.48M | Sell |
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|
2018
Q3 | $2.08M | Buy |
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|
2018
Q2 | $1.68M | Buy |
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|
2018
Q1 | $1.68M | Sell |
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|
2017
Q4 | $1.79M | Buy |
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|
2017
Q3 | $1.71M | Buy |
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