Perigon Wealth Management’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 | $278K | Hold |
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|
2025
Q2 | $261K | Hold |
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|
2025
Q1 | $237K | Hold |
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|
2024
Q4 | $224K | Sell |
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|
2024
Q3 | $918K | Sell |
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|
2024
Q2 | $853K | Sell |
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|
2024
Q1 | $871K | Buy |
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|
2023
Q4 | $830K | Buy |
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|
2023
Q3 | $568K | Hold |
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|
2023
Q2 | $595K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $334K | Hold |
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|
2022
Q2 | $376K | Buy |
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|
2022
Q1 | $317K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $40K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $8K | Hold |
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|
2017
Q2 | $7K | Buy |
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|
2017
Q1 | $7K | Hold |
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|
2016
Q4 | $7K | Buy |
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|
2016
Q3 | $6K | Hold |
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|
2016
Q2 | $6K | Buy |
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