Meridian Wealth Management’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 | $293K | Hold |
4,808
| – | – | 0.01% | 564 |
|
|
2025
Q1 | $267K | Hold |
4,808
| – | – | 0.01% | 542 |
|
|
2024
Q4 | $251K | Hold |
4,808
| – | – | 0.01% | 551 |
|
|
2024
Q3 | $275K | Buy |
+4,808
| New | +$275K | 0.01% | 539 |
|
|
2024
Q2 | – | Sell |
-4,697
| Closed | -$251K | – | 294 |
|
|
2024
Q1 | $251K | Sell |
4,697
-332
| -7% | -$17.7K | 0.04% | 181 |
|
|
2023
Q4 | $257K | Sell |
5,029
-4,591
| -48% | -$234K | 0.02% | 528 |
|
|
2023
Q3 | $452K | Buy |
9,620
+4,810
| +100% | +$226K | 0.03% | 386 |
|
|
2023
Q2 | $237K | Sell |
4,810
-2,776
| -37% | -$137K | 0.02% | 485 |
|
|
2023
Q1 | $370K | Buy |
+7,586
| New | +$370K | 0.03% | 376 |
|