Moneta Group Investment Advisors’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 | $1.38M | Sell |
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|
2025
Q2 | $1.37M | Sell |
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|
2025
Q1 | $3.01M | Hold |
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|
2024
Q4 | $2.83M | Sell |
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|
2024
Q3 | $3.13M | Sell |
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|
2024
Q2 | $2.91M | Buy |
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|
2024
Q1 | $2.92M | Buy |
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|
2023
Q4 | $2.13M | Sell |
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|
2023
Q3 | $6.22M | Buy |
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|
2023
Q2 | $6.5M | Buy |
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|
2023
Q1 | $6.44M | Buy |
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|
2022
Q4 | $6.01M | Sell |
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|
2022
Q3 | $16.9M | Sell |
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|
2022
Q2 | $19.4M | Buy |
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|
2022
Q1 | $1.82M | Sell |
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|
2021
Q4 | $1.94M | Sell |
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|
2021
Q3 | $2.04M | Sell |
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|
2021
Q2 | $2.12M | Buy |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q4 | $1.96M | Hold |
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|
2020
Q3 | $1.7M | Buy |
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|
2020
Q2 | $572K | Sell |
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|
2020
Q1 | $27.7M | Buy |
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