Clear Investment Research’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
2026 Q1	$6.66K	Buy	+97	New	+$6.84K	0.01%	169
2025 Q4	–	Sell	-95	Closed	-$6.22K	–	56
2025 Q3	$6.22K	Hold	95	–	–	0.01%	189
2025 Q2	$5.83K	Buy	95 +1	+1%	+$58	0.01%	169
2025 Q1	$5.23K	Hold	94	–	–	0.01%	168
2024 Q4	$4.92K	Buy	94 +1	+1%	+$55	0.01%	168
2024 Q3	$5.32K	Hold	93	–	–	0.01%	166
2024 Q2	$4.94K	Buy	93 +2	+2%	+$107	0.01%	162
2024 Q1	$4.89K	Hold	91	–	–	0.01%	167
2023 Q4	$4.68K	Buy	91 +1	+1%	+$48	0.01%	211
2023 Q3	$4.25K	Hold	90	–	–	0.01%	148
2023 Q2	$4.45K	Buy	90 +1	+1%	+$49	0.01%	149
2023 Q1	$4.34K	Buy	89 +1	+1%	+$48	0.01%	143
2022 Q4	$4K	Hold	88	–	–	0.01%	133
2022 Q3	$4K	Hold	88	–	–	0.01%	131
2022 Q2	$4K	Buy	88 +2	+2%	+$97	0.01%	112
2022 Q1	$5K	Hold	86	–	–	0.01%	116
2021 Q4	$5K	Buy	86 +1	+1%	+$56	0.01%	121
2021 Q3	$5K	Hold	85	–	–	0.01%	119
2021 Q2	$5K	Buy	85 +1	+1%	+$57	0.01%	119
2021 Q1	$5K	Sell	84 -92	-52%	-$5.08K	0.01%	108
2020 Q4	$9K	Sell	176 -30	-15%	-$1.49K	0.02%	96
2020 Q3	$9K	Sell	206 -15	-7%	-$691	0.02%	89
2020 Q2	$10K	Sell	221 -75	-25%	-$3.06K	0.02%	91
2020 Q1	$11K	Hold	296	–	–	0.03%	84
2019 Q4	$15K	Sell	296 -8	-3%	-$381	0.03%	83
2019 Q3	$14K	Sell	304 -988	-76%	-$45.2K	0.03%	78
2019 Q2	$60K	Buy	1,292 +18	+1%	+$837	0.1%	61
2019 Q1	$59K	Sell	1,274 -268	-17%	-$12.1K	0.09%	63
2018 Q4	$65K	Sell	1,542 -3	-0.2%	-$132	0.11%	56
2018 Q3	$74K	Sell	1,545 -5,183	-77%	-$246K	0.11%	57
2018 Q2	$334K	Hold	6,728	–	–	0.22%	28
2018 Q1	$334K	Sell	6,728 -179	-3%	-$9.11K	0.22%	28
2017 Q4	$345K	Buy	6,907 +670	+11%	+$33K	0.23%	28
2017 Q3	$302K	Sell	6,237 -238	-4%	-$11.2K	0.21%	29
2017 Q2	$295K	Buy	6,475 +1,142	+21%	+$51.6K	0.23%	27
2017 Q1	$233K	Buy	+5,333	New	+$226K	0.17%	23