EWA
Encompass Wealth Advisors’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
Q2 | $1.1M | Hold |
18,012
| – | – | 0.4% | 38 |
|
|
2025
Q1 | $999K | Hold |
18,012
| – | – | 0.41% | 39 |
|
|
2024
Q4 | $940K | Hold |
18,012
| – | – | 0.38% | 40 |
|
|
2024
Q3 | $1.03M | Hold |
18,012
| – | – | 0.26% | 81 |
|
|
2024
Q2 | $957K | Hold |
18,012
| – | – | 0.25% | 79 |
|
|
2024
Q1 | $962K | Hold |
18,012
| – | – | 0.26% | 84 |
|
|
2023
Q4 | $919K | Hold |
18,012
| – | – | 0.28% | 71 |
|
|
2023
Q3 | $847K | Hold |
18,012
| – | – | 0.28% | 72 |
|
|
2023
Q2 | $887K | Hold |
18,012
| – | – | 0.29% | 68 |
|
|
2023
Q1 | $878K | Buy |
18,012
+4,727
| +36% | +$231K | 0.3% | 65 |
|
|
2022
Q4 | $604K | Hold |
13,285
| – | – | 0.22% | 85 |
|
|
2022
Q3 | $532K | Hold |
13,285
| – | – | 0.2% | 95 |
|
|
2022
Q2 | $598K | Buy |
+13,285
| New | +$598K | 0.21% | 88 |
|