Strategic Wealth Partners’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 | $2.51M | Buy |
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|
2025
Q2 | $2.06M | Buy |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $744K | Buy |
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|
2024
Q1 | $734K | Buy |
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|
2023
Q4 | $603K | Sell |
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|
2023
Q3 | $585K | Buy |
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|
2023
Q2 | $490K | Buy |
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|
2023
Q1 | $464K | Buy |
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|
2022
Q4 | $336K | Sell |
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|
2022
Q3 | $497K | Buy |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $512K | Buy |
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|
2021
Q3 | $376K | Sell |
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|
2021
Q2 | $432K | Sell |
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|
2021
Q1 | $437K | Sell |
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|
2020
Q4 | $428K | Sell |
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|
2020
Q3 | $393K | Sell |
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|
2020
Q2 | $436K | Sell |
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|
2020
Q1 | $2.16M | Hold |
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|
2019
Q4 | $2.16M | Sell |
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|
2019
Q3 | $132K | Buy |
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|
2019
Q2 | $162K | Sell |
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|
2019
Q1 | $164K | Buy |
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|
2018
Q4 | $63K | Buy |
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|
2018
Q3 | $36K | Buy |
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