Encompass Wealth 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
Q2 | $1.1M | Hold |
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|
2025
Q1 | $999K | Hold |
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|
2024
Q4 | $940K | Hold |
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|
2024
Q3 | $1.03M | Hold |
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|
2024
Q2 | $957K | Hold |
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|
2024
Q1 | $962K | Hold |
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|
2023
Q4 | $919K | Hold |
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|
2023
Q3 | $847K | Hold |
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|
2023
Q2 | $887K | Hold |
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|
2023
Q1 | $878K | Buy |
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|
2022
Q4 | $604K | Hold |
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|
2022
Q3 | $532K | Hold |
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|
2022
Q2 | $598K | Buy |
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