Franklin, Parlapiano, Turner & Welch’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
Q3 | $255K | Hold |
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|
2025
Q2 | $239K | Hold |
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|
2025
Q1 | $218K | Hold |
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|
2024
Q4 | $205K | Hold |
|
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|
2024
Q3 | $225K | Hold |
|
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|
2024
Q2 | $209K | Hold |
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|
2024
Q1 | $210K | Hold |
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|
2023
Q4 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $205K | Hold |
|
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|
2021
Q4 | $219K | Hold |
|
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|
2021
Q3 | $218K | Hold |
|
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|
2021
Q2 | $226K | Hold |
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|
2021
Q1 | $217K | Hold |
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|
2020
Q4 | $208K | Buy |
|
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $171K | Hold |
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|
2016
Q4 | $158K | Hold |
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|
2016
Q3 | $163K | Hold |
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|
2016
Q2 | $153K | Hold |
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|
2016
Q1 | $155K | Hold |
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|
2015
Q4 | $156K | Hold |
|
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|
2015
Q3 | $153K | Buy |
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|
2014
Q1 | – | Sell |
|
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|
2013
Q4 | $300K | Hold |
|
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|
2013
Q3 | $288K | Hold |
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|
2013
Q2 | $262K | Buy |
|