Madison Wealth Partners’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 | $346K | Hold |
5,670
| – | – | 0.08% | 112 |
|
|
2025
Q1 | $314K | Hold |
5,670
| – | – | 0.08% | 114 |
|
|
2024
Q4 | $296K | Buy |
5,670
+350
| +7% | +$18.3K | 0.08% | 118 |
|
|
2024
Q3 | $304K | Hold |
5,320
| – | – | 0.09% | 113 |
|
|
2024
Q2 | $283K | Hold |
5,320
| – | – | 0.1% | 101 |
|
|
2024
Q1 | $284K | Hold |
5,320
| – | – | 0.1% | 100 |
|
|
2023
Q4 | $272K | Hold |
5,320
| – | – | 0.11% | 97 |
|
|
2023
Q3 | $250K | Hold |
5,320
| – | – | 0.13% | 75 |
|
|
2023
Q2 | $262K | Buy |
+5,320
| New | +$262K | 0.12% | 77 |
|