HM Payson & Co’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 | $255K | Hold |
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|
2025
Q2 | $239K | Hold |
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|
2025
Q1 | $217K | Hold |
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|
2024
Q4 | $204K | Hold |
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|
2024
Q3 | $224K | Hold |
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|
2024
Q2 | $208K | Sell |
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|
2024
Q1 | $216K | Hold |
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|
2023
Q4 | $206K | Hold |
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|
2023
Q3 | $190K | Hold |
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|
2023
Q2 | $199K | Hold |
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|
2023
Q1 | $197K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $26K | Buy |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $11K | Sell |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $17K | Buy |
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|
2020
Q3 | $6K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.04M | Buy |
|