Quotient 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 | $230K | Sell |
3,781
-2,032
| -35% | -$124K | 0.01% | 322 |
|
|
2025
Q1 | $322K | Sell |
5,813
-344
| -6% | -$19.1K | 0.01% | 242 |
|
|
2024
Q4 | $321K | Buy |
6,157
+1,323
| +27% | +$69K | 0.01% | 232 |
|
|
2024
Q3 | $277K | Buy |
4,834
+388
| +9% | +$22.2K | 0.01% | 261 |
|
|
2024
Q2 | $236K | Buy |
4,446
+57
| +1% | +$3.03K | 0.01% | 278 |
|
|
2024
Q1 | $234K | Buy |
+4,389
| New | +$234K | 0.01% | 275 |
|