Sage Financial Group’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
Q2 | $5.36M | Sell |
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|
2025
Q1 | $4.94M | Sell |
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|
2024
Q4 | $5.38M | Buy |
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|
2024
Q3 | $3.9M | Buy |
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|
2024
Q2 | $3.61M | Sell |
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|
2024
Q1 | $3.8M | Sell |
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|
2023
Q4 | $3.72M | Sell |
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|
2023
Q3 | $3.53M | Sell |
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|
2023
Q2 | $3.74M | Sell |
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|
2023
Q1 | $3.85M | Sell |
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|
2022
Q4 | $3.78M | Buy |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $2.26M | Sell |
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|
2022
Q1 | $8.95M | Buy |
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|
2021
Q4 | $4.07M | Buy |
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|
2021
Q3 | $3.13M | Sell |
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|
2021
Q2 | $3.35M | Sell |
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|
2021
Q1 | $3.28M | Buy |
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|
2020
Q4 | $3.15M | Sell |
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|
2020
Q3 | $2.94M | Sell |
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|
2020
Q2 | $2.89M | Buy |
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|
2020
Q1 | $1.21M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $470K | Sell |
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|
2015
Q4 | $1.9M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $471K | Sell |
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|
2014
Q4 | $806K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $357K | Buy |
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