Geneos Wealth Management’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 | $5.07K | Hold |
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|
2025
Q2 | $4.75K | Sell |
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|
2025
Q1 | $6.49K | Buy |
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|
2024
Q4 | $2.03K | Hold |
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|
2024
Q3 | $2.23K | Hold |
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|
2024
Q2 | $2.07K | Hold |
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|
2024
Q1 | $2.08K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3K | Hold |
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|
2019
Q1 | $3K | Sell |
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|
2018
Q4 | $30K | Buy |
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|
2018
Q3 | $3K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3K | Hold |
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|
2017
Q3 | $3K | Buy |
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