Guardian Wealth Management (Illinois)’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 Q2	–	Sell	-1,355	Closed	-$75.2K	–	63
2025 Q1	$75.2K	Sell	1,355 -1,173	-46%	-$64.4K	0.05%	88
2024 Q4	$132K	Sell	2,528 -22	-0.9%	-$1.2K	0.09%	76
2024 Q3	$146K	Buy	2,550 +1,268	+99%	+$69.1K	0.1%	72
2024 Q2	$68.1K	Sell	1,282 -37	-3%	-$1.97K	0.05%	100
2024 Q1	$70.4K	Hold	1,319	–	–	0.05%	99
2023 Q4	$67.3K	Buy	1,319 +18	+1%	+$866	0.06%	100
2023 Q3	$61.2K	Sell	1,301 -285	-18%	-$13.9K	0.06%	101
2023 Q2	$78.1K	Buy	1,586 +12	+0.8%	+$591	0.07%	93
2023 Q1	$76.8K	Hold	1,574	–	–	0.07%	95
2022 Q4	$71.6K	Sell	1,574 -29	-2%	-$1.27K	0.07%	101
2022 Q3	$64K	Hold	1,603	–	–	0.07%	95
2022 Q2	$72K	Buy	1,603 +30	+2%	+$1.45K	0.08%	94
2022 Q1	$82K	Buy	1,573 +2	+0.1%	+$107	0.08%	99
2021 Q4	$87K	Buy	+1,571	New	+$88.4K	0.08%	92