HB 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
$504K Hold
2025
Q2
$472K Buy
2025
Q1
$426K Hold
2024
Q4
$401K Buy
2024
Q3
$437K Sell
2024
Q2
$444K Buy
2024
Q1
$440K Sell
2023
Q4
$1.29M Buy
2023
Q3
$944K Hold
2023
Q2
$988K Buy
2023
Q1
$973K Hold
2022
Q4
$908K Buy
2022
Q3
$324K Buy