Cassaday & Co 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
$1.57M Hold
2025
Q2
$1.47M Hold
2025
Q1
$1.34M Hold
2024
Q4
$1.26M Buy
2024
Q3
$1.22M Sell
2024
Q2
$1.14M Hold
2024
Q1
$1.15M Hold
2023
Q4
$1.09M Buy
2023
Q3
$943K Hold
2023
Q2
$987K Hold
2023
Q1
$978K Hold
2022
Q4
$913K Buy