VERITY 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 | $3.42M | Buy |
56,111
+208
| +0.4% | +$12.7K | 2.3% | 7 |
|
|
2025
Q1 | $3.1M | Hold |
55,903
| – | – | 2.3% | 7 |
|
|
2024
Q4 | $2.92M | Buy |
55,903
+210
| +0.4% | +$11K | 2.1% | 8 |
|
|
2024
Q3 | $3.19M | Hold |
55,693
| – | – | 2.24% | 7 |
|
|
2024
Q2 | $2.96M | Sell |
55,693
-1,331
| -2% | -$70.7K | 2.22% | 7 |
|
|
2024
Q1 | $3.04M | Hold |
57,024
| – | – | 2.34% | 7 |
|
|
2023
Q4 | $2.91M | Buy |
57,024
+88
| +0.2% | +$4.49K | 2.5% | 7 |
|
|
2023
Q3 | $2.68M | Hold |
56,936
| – | – | 2.52% | 7 |
|
|
2023
Q2 | $2.8M | Buy |
56,936
+240
| +0.4% | +$11.8K | 2.52% | 7 |
|
|
2023
Q1 | $2.77M | Hold |
56,696
| – | – | 2.56% | 6 |
|
|
2022
Q4 | $2.58M | Sell |
56,696
-128
| -0.2% | -$5.82K | 2.53% | 7 |
|
|
2022
Q3 | $2.27M | Hold |
56,824
| – | – | 2.33% | 7 |
|
|
2022
Q2 | $2.56M | Buy |
56,824
+275
| +0.5% | +$12.4K | 2.48% | 7 |
|
|
2022
Q1 | $2.96M | Buy |
56,549
+23
| +0% | +$1.2K | 2.61% | 7 |
|
|
2021
Q4 | $3.14M | Buy |
56,526
+218
| +0.4% | +$12.1K | 2.61% | 8 |
|
|
2021
Q3 | $3.12M | Hold |
56,308
| – | – | 2.79% | 7 |
|
|
2021
Q2 | $3.24M | Sell |
56,308
-33,085
| -37% | -$1.9M | 2.94% | 7 |
|
|
2021
Q1 | $4.93M | Sell |
89,393
-1,383
| -2% | -$76.3K | 4.37% | 5 |
|
|
2020
Q4 | $4.82M | Buy |
90,776
+134
| +0.1% | +$7.11K | 4.38% | 5 |
|
|
2020
Q3 | $4.17M | Hold |
90,642
| – | – | 4.26% | 5 |
|
|
2020
Q2 | $3.92M | Buy |
90,642
+161
| +0.2% | +$6.96K | 4.19% | 5 |
|
|
2020
Q1 | $3.41M | Sell |
90,481
-1,994
| -2% | -$75.1K | 4.63% | 4 |
|
|
2019
Q4 | $4.54M | Sell |
92,475
-21
| -0% | -$1.03K | 4.37% | 8 |
|
|
2019
Q3 | $4.26M | Buy |
92,496
+13,260
| +17% | +$611K | 4.19% | 8 |
|
|
2019
Q2 | $3.71M | Buy |
79,236
+8
| +0% | +$374 | 3.64% | 9 |
|
|
2019
Q1 | $3.67M | Buy |
79,228
+26
| +0% | +$1.2K | 3.75% | 8 |
|
|
2018
Q4 | $3.32M | Buy |
+79,202
| New | +$3.32M | 3.82% | 8 |
|