WBH Advisory’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 | $570K | Hold |
9,358
| – | – | 0.05% | 214 |
|
|
2025
Q1 | $519K | Sell |
9,358
-4,280
| -31% | -$237K | 0.05% | 206 |
|
|
2024
Q4 | $711K | Buy |
13,638
+2,545
| +23% | +$133K | 0.07% | 182 |
|
|
2024
Q3 | $635K | Hold |
11,093
| – | – | 0.06% | 188 |
|
|
2024
Q2 | $589K | Buy |
11,093
+2,116
| +24% | +$112K | 0.06% | 191 |
|
|
2024
Q1 | $479K | Buy |
8,977
+50
| +0.6% | +$2.67K | 0.05% | 219 |
|
|
2023
Q4 | $456K | Buy |
+8,927
| New | +$456K | 0.05% | 222 |
|