Morton Brown Family Wealth’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 | $164K | Hold |
2,698
| – | – | 0.05% | 65 |
|
|
2025
Q1 | $150K | Hold |
2,698
| – | – | 0.05% | 66 |
|
|
2024
Q4 | $141K | Sell |
2,698
-77
| -3% | -$4.02K | 0.05% | 68 |
|
|
2024
Q3 | $159K | Hold |
2,775
| – | – | 0.06% | 61 |
|
|
2024
Q2 | $150K | Sell |
2,775
-21
| -0.8% | -$1.14K | 0.06% | 61 |
|
|
2024
Q1 | $149K | Sell |
2,796
-679
| -20% | -$36.3K | 0.06% | 59 |
|
|
2023
Q4 | $177K | Hold |
3,475
| – | – | 0.08% | 53 |
|
|
2023
Q3 | $163K | Hold |
3,475
| – | – | 0.08% | 46 |
|
|
2023
Q2 | $171K | Hold |
3,475
| – | – | 0.09% | 47 |
|
|
2023
Q1 | $169K | Hold |
3,475
| – | – | 0.1% | 50 |
|
|
2022
Q4 | $158K | Hold |
3,475
| – | – | 0.11% | 50 |
|
|
2022
Q3 | $139K | Hold |
3,475
| – | – | 0.11% | 43 |
|
|
2022
Q2 | $156K | Hold |
3,475
| – | – | 0.12% | 40 |
|
|
2022
Q1 | $182K | Hold |
3,475
| – | – | 0.14% | 41 |
|
|
2021
Q4 | $194K | Buy |
+3,475
| New | +$194K | 0.15% | 40 |
|