Morton Brown Family Wealth’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 | $175K | Hold |
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|
2025
Q2 | $164K | Hold |
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|
2025
Q1 | $150K | Hold |
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|
2024
Q4 | $141K | Sell |
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|
2024
Q3 | $159K | Hold |
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|
2024
Q2 | $150K | Sell |
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|
2024
Q1 | $149K | Sell |
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|
2023
Q4 | $177K | Hold |
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|
2023
Q3 | $163K | Hold |
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|
2023
Q2 | $171K | Hold |
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|
2023
Q1 | $169K | Hold |
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|
2022
Q4 | $158K | Hold |
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|
2022
Q3 | $139K | Hold |
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|
2022
Q2 | $156K | Hold |
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|
2022
Q1 | $182K | Hold |
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|
2021
Q4 | $194K | Buy |
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