Charter Oak Capital 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 | $8.98M | Sell |
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|
2025
Q2 | $8.56M | Sell |
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|
2025
Q1 | $8.22M | Sell |
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|
2024
Q4 | $7.88M | Sell |
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|
2024
Q3 | $8.76M | Sell |
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|
2024
Q2 | $8.15M | Sell |
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|
2024
Q1 | $8.57M | Sell |
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|
2023
Q4 | $8.63M | Sell |
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|
2023
Q3 | $8.06M | Sell |
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|
2023
Q2 | $8.61M | Sell |
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|
2023
Q1 | $8.62M | Sell |
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|
2022
Q4 | $8.24M | Buy |
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|
2022
Q3 | $6.9M | Buy |
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|
2022
Q2 | $6.61M | Buy |
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|
2022
Q1 | $7.24M | Sell |
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|
2021
Q4 | $7.75M | Sell |
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|
2021
Q3 | $8.03M | Buy |
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|
2021
Q2 | $8.32M | Sell |
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|
2021
Q1 | $8.11M | Sell |
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|
2020
Q4 | $8.01M | Buy |
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