New England Professional Planning Group’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 | $565K | Hold |
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|
2025
Q2 | $529K | Buy |
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|
2025
Q1 | $479K | Sell |
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|
2024
Q4 | $450K | Buy |
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|
2024
Q3 | $491K | Hold |
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|
2024
Q2 | $456K | Buy |
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|
2024
Q1 | $455K | Buy |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $594K | Hold |
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|
2023
Q2 | $622K | Buy |
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|
2023
Q1 | $620K | Sell |
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|
2022
Q4 | $971K | Sell |
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|
2022
Q3 | $904K | Buy |
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|
2022
Q2 | $497K | Buy |
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|
2022
Q1 | $579K | Buy |
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|
2021
Q4 | $614K | Buy |
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|
2021
Q3 | $564K | Sell |
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|
2021
Q2 | $569K | Buy |
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|
2021
Q1 | $566K | Sell |
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|
2020
Q4 | $590K | Buy |
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|
2020
Q3 | $537K | Sell |
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|
2020
Q2 | $518K | Buy |
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|
2020
Q1 | $334K | Buy |
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