Oakworth Capital’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 | $2.07M | Hold |
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|
2025
Q2 | $1.94M | Hold |
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2025
Q1 | $1.77M | Hold |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $16K | Hold |
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|
2024
Q2 | $14.9K | Hold |
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|
2024
Q1 | $14.9K | Hold |
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|
2023
Q4 | $14.3K | Hold |
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|
2023
Q3 | $13.2K | Hold |
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|
2023
Q2 | $13.8K | Sell |
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|
2023
Q1 | $18.4K | Hold |
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|
2022
Q4 | $17.2K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $20K | Hold |
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|
2021
Q4 | $21K | Hold |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $20K | Hold |
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|
2020
Q3 | $17K | Buy |
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