MWM
Mascoma 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 | $28.3K | Hold |
465
| – | – | 0.01% | 238 |
|
|
2025
Q1 | $25.8K | Hold |
465
| – | – | 0.01% | 245 |
|
|
2024
Q4 | $24.3K | Hold |
465
| – | – | 0.01% | 261 |
|
|
2024
Q3 | $26.6K | Hold |
465
| – | – | 0.01% | 242 |
|
|
2024
Q2 | $24.7K | Hold |
465
| – | – | 0.01% | 252 |
|
|
2024
Q1 | $24.8K | Hold |
465
| – | – | 0.01% | 243 |
|
|
2023
Q4 | $23.7K | Sell |
465
-4,295
| -90% | -$219K | 0.01% | 255 |
|
|
2023
Q3 | $224K | Hold |
4,760
| – | – | 0.07% | 95 |
|
|
2023
Q2 | $235K | Hold |
4,760
| – | – | 0.07% | 93 |
|
|
2023
Q1 | $236K | Hold |
4,760
| – | – | 0.07% | 104 |
|
|
2022
Q4 | $217K | Hold |
4,760
| – | – | 0.07% | 108 |
|
|
2022
Q3 | $190K | Hold |
4,760
| – | – | 0.07% | 115 |
|
|
2022
Q2 | $214K | Hold |
4,760
| – | – | 0.07% | 106 |
|
|
2022
Q1 | $249K | Sell |
4,760
-125
| -3% | -$6.54K | 0.08% | 109 |
|
|
2021
Q4 | $272K | Hold |
4,885
| – | – | 0.09% | 93 |
|
|
2021
Q3 | $271K | Hold |
4,885
| – | – | 0.11% | 91 |
|
|
2021
Q2 | $281K | Buy |
4,885
+125
| +3% | +$7.19K | 0.12% | 90 |
|
|
2021
Q1 | $263K | Hold |
4,760
| – | – | 0.11% | 93 |
|
|
2020
Q4 | $252K | Buy |
+4,760
| New | +$252K | 0.13% | 82 |
|
|
2019
Q3 | $219K | Hold |
4,760
| – | – | 0.14% | 72 |
|
|
2019
Q2 | $223K | Buy |
+4,760
| New | +$223K | 0.14% | 72 |
|