Premier Path Wealth Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
180,568
+27,639
| +18% | +$1.68M | 1.53% | 10 |
|
|
2025
Q1 | $8.48M | Buy |
152,929
+15,940
| +12% | +$884K | 1.32% | 14 |
|
|
2024
Q4 | $7.15M | Buy |
136,989
+28,857
| +27% | +$1.51M | 1.09% | 21 |
|
|
2024
Q3 | $6.19M | Buy |
108,132
+23,251
| +27% | +$1.33M | 0.98% | 21 |
|
|
2024
Q2 | $4.51M | Buy |
84,881
+11,183
| +15% | +$594K | 0.77% | 31 |
|
|
2024
Q1 | $4.08M | Buy |
73,698
+30,073
| +69% | +$1.67M | 0.77% | 31 |
|
|
2023
Q4 | $2.28M | Buy |
+43,625
| New | +$2.28M | 0.51% | 41 |
|