SageView Advisory 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
Q3 | $577K | Hold |
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|
2025
Q2 | $545K | Buy |
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|
2025
Q1 | $486K | Sell |
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|
2024
Q4 | $657K | Buy |
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|
2024
Q3 | $710K | Hold |
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|
2024
Q2 | $659K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $562K | Buy |
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|
2023
Q3 | $516K | Sell |
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|
2023
Q2 | $548K | Buy |
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|
2023
Q1 | $527K | Sell |
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|
2022
Q4 | $989K | Buy |
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