SlateStone Wealth’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 | $510K | Buy |
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|
2025
Q2 | $474K | Hold |
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|
2025
Q1 | $431K | Buy |
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|
2024
Q4 | $400K | Hold |
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|
2024
Q3 | $439K | Hold |
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|
2024
Q2 | $408K | Buy |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $292K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $937K | Sell |
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|
2019
Q3 | $1.2M | Sell |
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|
2019
Q2 | $1.33M | Sell |
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|
2019
Q1 | $1.7M | Buy |
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