CWP
Curated Wealth Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,579
| Closed | -$239K | – | 151 |
|
|
2024
Q4 | $239K | Sell |
4,579
-2,024
| -31% | -$106K | 0.03% | 134 |
|
|
2024
Q3 | $378K | Sell |
6,603
-1,460
| -18% | -$83.5K | 0.05% | 97 |
|
|
2024
Q2 | $428K | Buy |
+8,063
| New | +$428K | 0.06% | 87 |
|
|
2024
Q1 | – | Sell |
-151,020
| Closed | -$7.71M | – | 6 |
|
|
2023
Q4 | $7.71M | Buy |
+151,020
| New | +$7.71M | 1.26% | 8 |
|
|
2022
Q3 | – | Sell |
-4,535
| Closed | -$204K | – | 127 |
|
|
2022
Q2 | $204K | Buy |
+4,535
| New | +$204K | 0.06% | 125 |
|