Geneos Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75K | Sell |
78
-39
| -33% | -$2.38K | ﹤0.01% | 2595 |
|
|
2025
Q1 | $6.49K | Buy |
117
+78
| +200% | +$4.33K | ﹤0.01% | 2692 |
|
|
2024
Q4 | $2.03K | Hold |
39
| – | – | ﹤0.01% | 2594 |
|
|
2024
Q3 | $2.23K | Hold |
39
| – | – | ﹤0.01% | 2274 |
|
|
2024
Q2 | $2.07K | Hold |
39
| – | – | ﹤0.01% | 1879 |
|
|
2024
Q1 | $2.08K | Buy |
+39
| New | +$2.08K | ﹤0.01% | 1893 |
|
|
2019
Q3 | – | Sell |
-69
| Closed | -$3K | – | 2485 |
|
|
2019
Q2 | $3K | Hold |
69
| – | – | ﹤0.01% | 2195 |
|
|
2019
Q1 | $3K | Sell |
69
-670
| -91% | -$29.1K | ﹤0.01% | 2130 |
|
|
2018
Q4 | $30K | Buy |
739
+670
| +971% | +$27.2K | ﹤0.01% | 1324 |
|
|
2018
Q3 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 2152 |
|
|
2018
Q1 | – | Sell |
-69
| Closed | -$3K | – | 2165 |
|
|
2017
Q4 | $3K | Hold |
69
| – | – | ﹤0.01% | 1920 |
|
|
2017
Q3 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 1868 |
|