HB 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 | $472K | Buy |
7,745
+56
| +0.7% | +$3.41K | ﹤0.01% | 746 |
|
|
2025
Q1 | $426K | Hold |
7,689
| – | – | ﹤0.01% | 802 |
|
|
2024
Q4 | $401K | Buy |
7,689
+57
| +0.7% | +$2.97K | ﹤0.01% | 694 |
|
|
2024
Q3 | $437K | Sell |
7,632
-728
| -9% | -$41.7K | ﹤0.01% | 626 |
|
|
2024
Q2 | $444K | Buy |
8,360
+118
| +1% | +$6.27K | 0.01% | 573 |
|
|
2024
Q1 | $440K | Sell |
8,242
-16,983
| -67% | -$907K | 0.01% | 542 |
|
|
2023
Q4 | $1.29M | Buy |
25,225
+5,145
| +26% | +$263K | 0.02% | 286 |
|
|
2023
Q3 | $944K | Hold |
20,080
| – | – | 0.02% | 302 |
|
|
2023
Q2 | $988K | Buy |
20,080
+125
| +0.6% | +$6.15K | 0.02% | 291 |
|
|
2023
Q1 | $973K | Hold |
19,955
| – | – | 0.02% | 291 |
|
|
2022
Q4 | $908K | Buy |
19,955
+11,862
| +147% | +$540K | 0.02% | 294 |
|
|
2022
Q3 | $324K | Buy |
+8,093
| New | +$324K | 0.01% | 420 |
|