Regimen Wealth’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 | $421K | Sell |
6,903
-621
| -8% | -$37.8K | 0.13% | 54 |
|
|
2025
Q1 | $417K | Hold |
7,524
| – | – | 0.13% | 44 |
|
|
2024
Q4 | $392K | Buy |
7,524
+108
| +1% | +$5.63K | 0.13% | 45 |
|
|
2024
Q3 | $424K | Hold |
7,416
| – | – | 0.14% | 44 |
|
|
2024
Q2 | $394K | Buy |
7,416
+109
| +1% | +$5.79K | 0.14% | 45 |
|
|
2024
Q1 | $390K | Hold |
7,307
| – | – | 0.14% | 43 |
|
|
2023
Q4 | $373K | Buy |
7,307
+102
| +1% | +$5.21K | 0.14% | 43 |
|
|
2023
Q3 | $339K | Hold |
7,205
| – | – | 0.14% | 44 |
|
|
2023
Q2 | $355K | Buy |
7,205
+116
| +2% | +$5.71K | 0.15% | 40 |
|
|
2023
Q1 | $346K | Hold |
7,089
| – | – | 0.15% | 41 |
|
|
2022
Q4 | $323K | Buy |
+7,089
| New | +$323K | 0.22% | 40 |
|