Destination 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
Q1 | – | Sell |
-4,095
| Closed | -$214K | – | 237 |
|
|
2024
Q4 | $214K | Buy |
+4,095
| New | +$214K | 0.01% | 225 |
|
|
2018
Q2 | – | Sell |
-17
| Closed | -$2K | – | 504 |
|
|
2018
Q1 | $2K | Sell |
17
-4,484
| -100% | -$528K | ﹤0.01% | 495 |
|
|
2017
Q4 | $225K | Hold |
4,501
| – | – | 0.01% | 145 |
|
|
2017
Q3 | $218K | Hold |
4,501
| – | – | 0.01% | 144 |
|
|
2017
Q2 | $205K | Buy |
+4,501
| New | +$205K | 0.01% | 146 |
|