Guidance Point Advisors’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 | $289K | Buy |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $272K | Hold |
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|
2024
Q2 | $253K | Buy |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $225K | Buy |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $382K | Buy |
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|
2021
Q4 | $401K | Buy |
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|
2021
Q3 | $387K | Sell |
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|
2021
Q2 | $405K | Buy |
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|
2021
Q1 | $384K | Sell |
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|
2020
Q4 | $420K | Buy |
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|
2020
Q3 | $356K | Hold |
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|
2020
Q2 | $335K | Buy |
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|
2020
Q1 | $288K | Buy |
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|
2019
Q4 | $371K | Buy |
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|
2019
Q3 | $343K | Hold |
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|
2019
Q2 | $348K | Buy |
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|
2019
Q1 | $336K | Sell |
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|
2018
Q4 | $331K | Buy |
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