Tolleson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $670K | Buy |
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|
2022
Q2 | $689K | Buy |
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|
2022
Q1 | $725K | Buy |
|
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|
2021
Q4 | $756K | Hold |
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|
2021
Q3 | $752K | Hold |
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|
2021
Q2 | $780K | Hold |
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|
2021
Q1 | $749K | Buy |
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|
2020
Q4 | $681K | Hold |
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|
2020
Q3 | $591K | Buy |
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|
2020
Q2 | $453K | Sell |
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|
2020
Q1 | $1.55M | Sell |
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|
2019
Q4 | $7.23M | Buy |
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|
2019
Q3 | $6.58M | Sell |
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|
2019
Q2 | $6.87M | Buy |
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|
2019
Q1 | $6.46M | Sell |
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|
2018
Q4 | $5.88M | Buy |
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