PWM
Power Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $996K | Sell |
16,351
-851
| -5% | -$51.9K | 0.38% | 47 |
|
2025
Q1 | $954K | Sell |
17,202
-7,935
| -32% | -$440K | 0.39% | 50 |
|
2024
Q4 | $1.31M | Sell |
25,137
-839
| -3% | -$43.8K | 0.55% | 38 |
|
2024
Q3 | $1.49M | Buy |
25,976
+339
| +1% | +$19.4K | 0.63% | 36 |
|
2024
Q2 | $1.36M | Sell |
25,637
-15,423
| -38% | -$819K | 0.65% | 31 |
|
2024
Q1 | $2.19M | Sell |
41,060
-1,197
| -3% | -$63.9K | 1.38% | 19 |
|
2023
Q4 | $2.16M | Buy |
+42,257
| New | +$2.16M | 1.5% | 19 |
|