Montag & Associates’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 | $55.8K | Hold |
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|
2025
Q2 | $52.3K | Sell |
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|
2025
Q1 | $220K | Hold |
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|
2024
Q4 | $207K | Hold |
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|
2024
Q3 | $227K | Hold |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $210K | Sell |
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|
2023
Q3 | $220K | Sell |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | $177K | Hold |
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|
2022
Q2 | $199K | Sell |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $251K | Hold |
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|
2021
Q3 | $250K | Hold |
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|
2021
Q2 | $259K | Hold |
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|
2021
Q1 | $249K | Hold |
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|
2020
Q4 | $239K | Sell |
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|
2020
Q3 | $210K | Sell |
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|
2020
Q2 | $258K | Hold |
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|
2020
Q1 | $224K | Hold |
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|
2019
Q4 | $293K | Buy |
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