Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $987K | Buy |
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|
2023
Q3 | $903K | Hold |
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|
2023
Q2 | $946K | Hold |
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|
2023
Q1 | $937K | Sell |
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|
2022
Q4 | $926K | Buy |
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|
2022
Q3 | $768K | Hold |
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|
2022
Q2 | $864K | Sell |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $1.19M | Hold |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.72M | Sell |
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|
2021
Q1 | $6.76M | Buy |
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|
2020
Q4 | $947K | Buy |
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|
2020
Q3 | $704K | Buy |
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|
2020
Q2 | $605K | Sell |
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|
2020
Q1 | $882K | Hold |
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|
2019
Q4 | $1.15M | Hold |
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|
2019
Q3 | $1.08M | Buy |
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|
2019
Q2 | $980K | Buy |
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|
2019
Q1 | $888K | Buy |
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|
2018
Q4 | $776K | Buy |
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