Sagespring 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
$1.41M Buy
23,168
+5,917
+34% +$361K 0.03% 219
2025
Q1
$957K Buy
17,251
+653
+4% +$36.2K 0.02% 249
2024
Q4
$866K Buy
+16,598
New +$866K 0.02% 243