Forum Financial Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Forum Financial Management’s Portfolio ACWX Stock Details ACWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$372K	Hold
2025 Q2	$349K	Hold
2025 Q1	$317K	Hold
2024 Q4	$299K	Hold
2024 Q3	$328K	Hold
2024 Q2	$304K	Hold
2024 Q1	$306K	Hold
2023 Q4	$292K	Hold
2023 Q3	$269K	Hold
2023 Q2	$282K	Buy