Cornerstone Planning Group’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
$31.7K Buy
520
+7
+1% +$426 0.01% 316
2025
Q1
$28.6K Hold
513
0.01% 333
2024
Q4
$27.6K Buy
513
+8
+2% +$431 0.01% 262
2024
Q3
$28K Sell
505
-1
-0.2% -$55 0.01% 254
2024
Q2
$25.8K Buy
506
+8
+2% +$407 0.01% 284
2024
Q1
$26.6K Hold
498
0.01% 261
2023
Q4
$25.4K Hold
498
0.01% 286
2023
Q3
$23.4K Hold
498
0.01% 285
2023
Q2
$24.5K Buy
+498
New +$24.5K 0.01% 389
2022
Q4
$24.3K Buy
+498
New +$24.3K 0.01% 405