West Branch Capital’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 | $186K | Hold |
3,050
| – | – | 0.06% | 89 |
|
|
2025
Q1 | $169K | Buy |
3,050
+1,400
| +85% | +$77.6K | 0.06% | 90 |
|
|
2024
Q4 | $86.1K | Hold |
1,650
| – | – | 0.03% | 129 |
|
|
2024
Q3 | $94.4K | Hold |
1,650
| – | – | 0.03% | 124 |
|
|
2024
Q2 | $87.7K | Hold |
1,650
| – | – | 0.03% | 132 |
|
|
2024
Q1 | $88.1K | Hold |
1,650
| – | – | 0.04% | 134 |
|
|
2023
Q4 | $84.2K | Hold |
1,650
| – | – | 0.04% | 131 |
|
|
2023
Q3 | $77.6K | Hold |
1,650
| – | – | 0.04% | 131 |
|
|
2023
Q2 | $81.2K | Buy |
1,650
+500
| +43% | +$24.6K | 0.04% | 127 |
|
|
2023
Q1 | $56.1K | Hold |
1,150
| – | – | 0.03% | 155 |
|
|
2022
Q4 | $52.3K | Hold |
1,150
| – | – | 0.03% | 161 |
|
|
2022
Q3 | $46K | Hold |
1,150
| – | – | 0.03% | 170 |
|
|
2022
Q2 | $52K | Hold |
1,150
| – | – | 0.03% | 166 |
|
|
2022
Q1 | $60K | Hold |
1,150
| – | – | 0.03% | 172 |
|
|
2021
Q4 | $64K | Hold |
1,150
| – | – | 0.03% | 184 |
|
|
2021
Q3 | $64K | Hold |
1,150
| – | – | 0.03% | 171 |
|
|
2021
Q2 | $66K | Buy |
+1,150
| New | +$66K | 0.03% | 175 |
|