Modera Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Modera Wealth Management’s Portfolio ACWX Stock Details ACWX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell
2020 Q1	$451K	Sell
2019 Q4	$600K	Sell
2019 Q3	$641K	Sell
2019 Q2	$652K	Sell
2019 Q1	$652K	Sell
2018 Q4	$596K	Sell
2018 Q3	$721K	Hold
2018 Q2	$714K	Sell
2018 Q1	$804K	Sell
2017 Q4	$850K	Sell
2017 Q3	$852K	Sell
2017 Q2	$887K	Sell
2017 Q1	$876K	Sell
2016 Q4	$859K	Sell
2016 Q3	$917K	Sell
2016 Q2	$878K	Sell
2016 Q1	$957K	Sell
2015 Q4	$984K	Sell
2015 Q3	$1.3M	Sell
2015 Q2	$1.48M	Sell
2015 Q1	$1.54M	Sell
2014 Q4	$1.57M	Sell
2014 Q3	$1.82M	Sell
2014 Q2	$1.95M	Sell
2014 Q1	$2.14M	Sell
2013 Q4	$2.33M	Sell
2013 Q3	$2.33M	Sell
2013 Q2	$2.31M	Buy