Cassaday & Co Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Hold |
24,094
| – | – | 0.04% | 103 |
|
|
2025
Q1 | $1.34M | Hold |
24,094
| – | – | 0.04% | 94 |
|
|
2024
Q4 | $1.26M | Buy |
24,094
+2,836
| +13% | +$148K | 0.03% | 96 |
|
|
2024
Q3 | $1.22M | Sell |
21,258
-189
| -0.9% | -$10.8K | 0.03% | 93 |
|
|
2024
Q2 | $1.14M | Hold |
21,447
| – | – | 0.04% | 93 |
|
|
2024
Q1 | $1.15M | Hold |
21,447
| – | – | 0.04% | 90 |
|
|
2023
Q4 | $1.09M | Buy |
21,447
+1,390
| +7% | +$70.9K | 0.04% | 93 |
|
|
2023
Q3 | $943K | Hold |
20,057
| – | – | 0.04% | 89 |
|
|
2023
Q2 | $987K | Hold |
20,057
| – | – | 0.04% | 96 |
|
|
2023
Q1 | $978K | Hold |
20,057
| – | – | 0.04% | 92 |
|
|
2022
Q4 | $913K | Buy |
+20,057
| New | +$913K | 0.04% | 96 |
|