MGWM
Marks Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Sell |
12,511
-332
| -3% | -$20.2K | 0.07% | 198 |
|
|
2025
Q1 | $712K | Buy |
12,843
+100
| +0.8% | +$5.55K | 0.07% | 206 |
|
|
2024
Q4 | $665K | Buy |
12,743
+186
| +1% | +$9.7K | 0.07% | 198 |
|
|
2024
Q3 | $719K | Buy |
12,557
+15
| +0.1% | +$858 | 0.07% | 192 |
|
|
2024
Q2 | $666K | Hold |
12,542
| – | – | 0.07% | 198 |
|
|
2024
Q1 | $670K | Hold |
12,542
| – | – | 0.07% | 195 |
|
|
2023
Q4 | $640K | Hold |
12,542
| – | – | 0.07% | 195 |
|
|
2023
Q3 | $590K | Hold |
12,542
| – | – | 0.07% | 195 |
|
|
2023
Q2 | $617K | Hold |
12,542
| – | – | 0.07% | 195 |
|
|
2023
Q1 | $612K | Sell |
12,542
-28
| -0.2% | -$1.37K | 0.08% | 194 |
|
|
2022
Q4 | $572K | Buy |
+12,570
| New | +$572K | 0.08% | 198 |
|