MSWM
Mader & Shannon Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-213,484
| Closed | -$10.5M | – | 13 |
|
|
2023
Q2 | $10.5M | Buy |
213,484
+7,893
| +4% | +$388K | 6.49% | 6 |
|
|
2023
Q1 | $10M | Sell |
205,591
-19,561
| -9% | -$954K | 6.61% | 4 |
|
|
2022
Q4 | $10.2M | Buy |
+225,152
| New | +$10.2M | 6.78% | 4 |
|
|
2018
Q4 | – | Sell |
-204,245
| Closed | -$9.74M | – | 15 |
|
|
2018
Q3 | $9.74M | Buy |
+204,245
| New | +$9.74M | 7.55% | 4 |
|
|
2017
Q2 | – | Sell |
-360,541
| Closed | -$15.7M | – | 13 |
|
|
2017
Q1 | $15.7M | Buy |
+360,541
| New | +$15.7M | 11.28% | 4 |
|