Global Retirement Partners’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 | $1.78M | Buy |
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|
2025
Q2 | $1.62M | Buy |
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|
2024
Q4 | $1.47M | Sell |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $5.52M | Buy |
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|
2024
Q1 | $4.1M | Buy |
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|
2023
Q4 | $3.58M | Buy |
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|
2023
Q3 | $2.84M | Buy |
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|
2023
Q2 | $2.88M | Buy |
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|
2023
Q1 | $837K | Sell |
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|
2022
Q4 | $786K | Buy |
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|
2022
Q3 | $691K | Sell |
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|
2022
Q2 | $1.53M | Sell |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $660K | Buy |
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|
2021
Q2 | $677K | Hold |
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|
2021
Q1 | $650K | Hold |
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|
2020
Q4 | $624K | Hold |
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|
2020
Q3 | $541K | Hold |
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|
2020
Q2 | $509K | Sell |
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|
2020
Q1 | $1.54M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $11K | Buy |
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