Waverly Advisors’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 | $901K | Sell |
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|
2025
Q2 | $851K | Buy |
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|
2025
Q1 | $603K | Sell |
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|
2024
Q4 | $920K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Hold |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $236K | Buy |
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|
2021
Q1 | $234K | Hold |
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|
2020
Q4 | $229K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $216K | Buy |
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