Twin Peaks Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
26,040
+913
| +4% | +$57.1K | 0.53% | 41 |
|
|
2025
Q1 | $1.37M | Buy |
25,127
+261
| +1% | +$14.2K | 0.62% | 43 |
|
|
2024
Q4 | $1.3M | Buy |
24,866
+8,146
| +49% | +$425K | 0.55% | 45 |
|
|
2024
Q3 | $957K | Buy |
16,720
+6,906
| +70% | +$395K | 0.44% | 48 |
|
|
2024
Q2 | $521K | Buy |
9,814
+373
| +4% | +$19.8K | 0.26% | 75 |
|
|
2024
Q1 | $504K | Buy |
9,441
+4,140
| +78% | +$221K | 0.28% | 69 |
|
|
2023
Q4 | $271K | Buy |
+5,301
| New | +$271K | 0.17% | 99 |
|