Waldron Private Wealth’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
Q2 | $339K | Sell |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $332K | Buy |
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|
2024
Q2 | $286K | Sell |
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|
2024
Q1 | $303K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $320K | Sell |
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $318K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $259K | Buy |
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|
2021
Q2 | $247K | Buy |
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|
2021
Q1 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Buy |
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|
2019
Q3 | $200K | Sell |
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|
2019
Q2 | $764K | Sell |
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|
2019
Q1 | $764K | Buy |
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|
2018
Q4 | $678K | Sell |
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|
2018
Q3 | $789K | Buy |
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|
2018
Q2 | $713K | Buy |
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|
2018
Q1 | $685K | Buy |
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|
2017
Q4 | $631K | Buy |
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|
2017
Q3 | $603K | Hold |
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|
2017
Q2 | $568K | Hold |
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|
2017
Q1 | $544K | Hold |
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|
2016
Q4 | $502K | Hold |
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|
2016
Q3 | $517K | Hold |
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|
2016
Q2 | $486K | Sell |
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|
2016
Q1 | $599K | Hold |
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|
2015
Q4 | $601K | Sell |
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|
2015
Q3 | $1.97M | Sell |
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|
2015
Q2 | $3.77M | Hold |
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|
2015
Q1 | $3.82M | Sell |
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|
2014
Q4 | $3.82M | Buy |
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|
2014
Q3 | $2.25M | Hold |
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|
2014
Q2 | $2.38M | Sell |
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|
2014
Q1 | $2.5M | Buy |
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|
2013
Q4 | $2.5M | Buy |
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