Carson Wealth (CWM LLC)’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 | $185K | Sell |
3,030
-2,201
| -42% | -$134K | ﹤0.01% | 2236 |
|
|
2025
Q1 | $290K | Buy |
5,231
+2,201
| +73% | +$122K | ﹤0.01% | 1686 |
|
|
2024
Q4 | $158K | Sell |
3,030
-323
| -10% | -$16.8K | ﹤0.01% | 1979 |
|
|
2024
Q3 | $192K | Sell |
3,353
-3,647
| -52% | -$209K | ﹤0.01% | 1775 |
|
|
2024
Q2 | $372K | Buy |
7,000
+3,650
| +109% | +$194K | ﹤0.01% | 1302 |
|
|
2024
Q1 | $179K | Hold |
3,350
| – | – | ﹤0.01% | 1561 |
|
|
2023
Q4 | $171K | Sell |
3,350
-456
| -12% | -$23.3K | ﹤0.01% | 1480 |
|
|
2023
Q3 | $179K | Hold |
3,806
| – | – | ﹤0.01% | 1348 |
|
|
2023
Q2 | $187K | Buy |
3,806
+3,153
| +483% | +$155K | ﹤0.01% | 1275 |
|
|
2023
Q1 | $32K | Hold |
653
| – | – | ﹤0.01% | 2170 |
|
|
2022
Q4 | $30K | Buy |
653
+220
| +51% | +$10.1K | ﹤0.01% | 2069 |
|
|
2022
Q3 | $17K | Sell |
433
-380
| -47% | -$14.9K | ﹤0.01% | 2315 |
|
|
2022
Q2 | $37K | Hold |
813
| – | – | ﹤0.01% | 1762 |
|
|
2022
Q1 | $42K | Hold |
813
| – | – | ﹤0.01% | 1674 |
|
|
2021
Q4 | $45K | Buy |
+813
| New | +$45K | ﹤0.01% | 1609 |
|
|
2021
Q2 | $47K | Hold |
813
| – | – | ﹤0.01% | 1418 |
|
|
2021
Q1 | $47K | Hold |
813
| – | – | ﹤0.01% | 1418 |
|
|
2020
Q4 | $47K | Hold |
813
| – | – | ﹤0.01% | 1418 |
|
|
2020
Q3 | $47K | Hold |
813
| – | – | ﹤0.01% | 1418 |
|
|
2020
Q2 | $47K | Hold |
813
| – | – | ﹤0.01% | 1418 |
|
|
2020
Q1 | $47K | Hold |
813
| – | – | ﹤0.01% | 1418 |
|
|
2019
Q4 | $47K | Hold |
813
| – | – | ﹤0.01% | 1418 |
|
|
2019
Q3 | $47K | Hold |
813
| – | – | ﹤0.01% | 1418 |
|
|
2019
Q2 | $47K | Hold |
813
| – | – | ﹤0.01% | 1418 |
|
|
2019
Q1 | $47K | Sell |
813
-3,408
| -81% | -$197K | ﹤0.01% | 1418 |
|
|
2018
Q4 | $177K | Buy |
4,221
+1,618
| +62% | +$67.8K | ﹤0.01% | 622 |
|
|
2018
Q3 | $124K | Buy |
+2,603
| New | +$124K | ﹤0.01% | 583 |
|
|
2017
Q3 | – | Sell |
-376
| Closed | -$17K | – | 1456 |
|
|
2017
Q2 | $17K | Sell |
376
-78
| -17% | -$3.53K | ﹤0.01% | 660 |
|
|
2017
Q1 | $20K | Buy |
+454
| New | +$20K | ﹤0.01% | 594 |
|