WealthShield Partners’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 | $198K | Hold |
3,255
| – | – | 0.02% | 330 |
|
|
2025
Q1 | $180K | Hold |
3,255
| – | – | 0.02% | 329 |
|
|
2024
Q4 | $170K | Hold |
3,255
| – | – | 0.02% | 297 |
|
|
2024
Q3 | $186K | Sell |
3,255
-387
| -11% | -$22.1K | 0.03% | 301 |
|
|
2024
Q2 | $193K | Hold |
3,642
| – | – | 0.03% | 280 |
|
|
2024
Q1 | $194K | Sell |
3,642
-1,122
| -24% | -$59.9K | 0.03% | 273 |
|
|
2023
Q4 | $243K | Hold |
4,764
| – | – | 0.04% | 258 |
|
|
2023
Q3 | $224K | Buy |
4,764
+52
| +1% | +$2.45K | 0.03% | 278 |
|
|
2023
Q2 | $232K | Sell |
4,712
-46
| -1% | -$2.26K | 0.03% | 275 |
|
|
2023
Q1 | $232K | Sell |
4,758
-34
| -0.7% | -$1.66K | 0.04% | 278 |
|
|
2022
Q4 | $218K | Buy |
+4,792
| New | +$218K | 0.04% | 277 |
|
|
2022
Q3 | – | Sell |
-4,712
| Closed | -$212K | – | 289 |
|
|
2022
Q2 | $212K | Sell |
4,712
-49
| -1% | -$2.21K | 0.04% | 280 |
|
|
2022
Q1 | $249K | Buy |
+4,761
| New | +$249K | 0.04% | 300 |
|
|
2021
Q3 | – | Sell |
-371
| Closed | -$21K | – | 237 |
|
|
2021
Q2 | $21K | Buy |
+371
| New | +$21K | ﹤0.01% | 641 |
|