CMH 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 | $11.7M | Sell |
191,772
-42,035
| -18% | -$2.56M | 2.72% | 7 |
|
|
2025
Q1 | $13M | Buy |
233,807
+2,764
| +1% | +$153K | 3.25% | 8 |
|
|
2024
Q4 | $12.1M | Buy |
231,043
+3,054
| +1% | +$159K | 2.76% | 10 |
|
|
2024
Q3 | $13M | Buy |
227,989
+1,056
| +0.5% | +$60.4K | 3.07% | 8 |
|
|
2024
Q2 | $12.1M | Buy |
226,933
+42
| +0% | +$2.23K | 2.97% | 9 |
|
|
2024
Q1 | $12.1M | Sell |
226,891
-11,233
| -5% | -$600K | 3.08% | 8 |
|
|
2023
Q4 | $12.2M | Sell |
238,124
-3,361
| -1% | -$172K | 2.95% | 12 |
|
|
2023
Q3 | $11.4M | Buy |
241,485
+5,340
| +2% | +$251K | 3.17% | 9 |
|
|
2023
Q2 | $11.6M | Buy |
236,145
+119
| +0.1% | +$5.86K | 3.13% | 8 |
|
|
2023
Q1 | $11.5M | Buy |
236,026
+6,343
| +3% | +$309K | 3.32% | 8 |
|
|
2022
Q4 | $10.5M | Buy |
+229,683
| New | +$10.5M | 3.35% | 8 |
|
|
2019
Q1 | – | Sell |
-11,690
| Closed | -$491K | – | 53 |
|
|
2018
Q4 | $491K | Sell |
11,690
-10,400
| -47% | -$437K | 0.3% | 55 |
|
|
2018
Q3 | $1.06M | Hold |
22,090
| – | – | 0.55% | 52 |
|
|
2018
Q2 | $1.03M | Buy |
+22,090
| New | +$1.03M | 0.59% | 52 |
|