Colton Groome Financial Advisors’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 | $582K | Buy |
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|
2025
Q2 | $529K | Buy |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $409K | Buy |
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|
2024
Q3 | $443K | Buy |
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|
2024
Q2 | $397K | Buy |
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|
2024
Q1 | $350K | Buy |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $507K | Buy |
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|
2023
Q2 | $517K | Buy |
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|
2023
Q1 | $509K | Buy |
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|
2022
Q4 | $459K | Sell |
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|
2022
Q3 | $2.75M | Buy |
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|
2022
Q2 | $414K | Buy |
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|
2022
Q1 | $434K | Sell |
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|
2021
Q4 | $5.23M | Buy |
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|
2021
Q3 | $404K | Buy |
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|
2021
Q2 | $359K | Buy |
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|
2021
Q1 | $300K | Buy |
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