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 |
|