Sheets Smith Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $149K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $307K | Hold |
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|
2021
Q4 | $327K | Hold |
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|
2021
Q3 | $326K | Hold |
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|
2021
Q2 | $338K | Hold |
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|
2021
Q1 | $325K | Hold |
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|
2020
Q4 | $312K | Hold |
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|
2020
Q3 | $270K | Hold |
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|
2020
Q2 | $254K | Sell |
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|
2020
Q1 | $3.37M | Buy |
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|
2019
Q4 | $4.2M | Buy |
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|
2019
Q3 | $2.62M | Sell |
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|
2019
Q2 | $2.7M | Buy |
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|
2019
Q1 | $2.67M | Buy |
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|
2018
Q4 | $2.39M | Buy |
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|
2018
Q3 | $2.58M | Buy |
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|
2018
Q2 | $2.55M | Buy |
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|
2018
Q1 | $2.47M | Sell |
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|
2017
Q4 | $2.5M | Buy |
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|
2017
Q3 | $2.28M | Sell |
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|
2017
Q2 | $2.17M | Sell |
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|
2017
Q1 | $2.17M | Sell |
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|
2016
Q4 | $2.01M | Sell |
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|
2016
Q3 | $2.12M | Buy |
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|
2016
Q2 | $1.9M | Buy |
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|
2016
Q1 | $1.84M | Buy |
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|
2015
Q4 | $1.67M | Buy |
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|
2015
Q3 | $1.57M | Sell |
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|
2015
Q2 | $1.78M | Sell |
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|
2015
Q1 | $1.81M | Buy |
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|
2014
Q4 | $1.49M | Buy |
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|
2014
Q3 | $1.3M | Buy |
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|
2014
Q2 | $1.36M | Hold |
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|
2014
Q1 | $1.32M | Buy |
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|
2013
Q4 | $772K | Buy |
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|
2013
Q3 | $679K | Buy |
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|
2013
Q2 | $586K | Buy |
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