WealthShield Partners’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 | $212K | Hold |
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|
2025
Q2 | $198K | Hold |
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|
2025
Q1 | $180K | Hold |
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|
2024
Q4 | $170K | Hold |
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|
2024
Q3 | $186K | Sell |
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|
2024
Q2 | $193K | Hold |
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|
2024
Q1 | $194K | Sell |
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|
2023
Q4 | $243K | Hold |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $21K | Buy |
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