Mascoma Wealth Management’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 | $30.2K | Hold |
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|
2025
Q2 | $28.3K | Hold |
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|
2025
Q1 | $25.8K | Hold |
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|
2024
Q4 | $24.3K | Hold |
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|
2024
Q3 | $26.6K | Hold |
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|
2024
Q2 | $24.7K | Hold |
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|
2024
Q1 | $24.8K | Hold |
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|
2023
Q4 | $23.7K | Sell |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $235K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $217K | Hold |
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|
2022
Q3 | $190K | Hold |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $272K | Hold |
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|
2021
Q3 | $271K | Hold |
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|
2021
Q2 | $281K | Buy |
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|
2021
Q1 | $263K | Hold |
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|
2020
Q4 | $252K | Buy |
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|
2019
Q3 | $219K | Hold |
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|
2019
Q2 | $223K | Buy |
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