Phillips Financial 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 | $517K | Hold |
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|
2025
Q2 | $485K | Hold |
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|
2025
Q1 | $441K | Hold |
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|
2024
Q4 | $415K | Hold |
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|
2024
Q3 | $455K | Hold |
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|
2024
Q2 | $422K | Hold |
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|
2024
Q1 | $425K | Hold |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $387K | Hold |
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|
2023
Q2 | $405K | Hold |
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|
2023
Q1 | $401K | Hold |
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|
2022
Q4 | $374K | Hold |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $430K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $423K | Hold |
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|
2015
Q2 | $464K | Hold |
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|
2015
Q1 | $482K | Buy |
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|
2014
Q4 | $433K | Sell |
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|
2014
Q3 | $455K | Buy |
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