Steward Partners Investment Advisory’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 | $227K | Hold |
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|
2025
Q2 | $213K | Buy |
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|
2025
Q1 | $78.2K | Hold |
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|
2024
Q4 | $73.5K | Hold |
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|
2024
Q3 | $80.7K | Hold |
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|
2024
Q2 | $74.9K | Hold |
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|
2024
Q1 | $75.3K | Sell |
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|
2023
Q4 | $397K | Buy |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $372K | Sell |
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|
2022
Q4 | $455K | Buy |
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $682K | Buy |
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|
2022
Q1 | $347K | Buy |
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|
2021
Q4 | $297K | Buy |
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|
2021
Q3 | $290K | Buy |
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|
2021
Q2 | $227K | Buy |
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|
2021
Q1 | $160K | Sell |
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|
2020
Q4 | $161K | Buy |
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|
2020
Q3 | $85K | Buy |
|