Meridian 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
$514K Buy
2025
Q2
$293K Hold
2025
Q1
$267K Hold
2024
Q4
$251K Hold
2024
Q3
$275K Buy
2024
Q2
Sell
2024
Q1
$251K Sell
2023
Q4
$257K Sell
2023
Q3
$452K Buy
2023
Q2
$237K Sell
2023
Q1
$370K Buy