A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Ishares Msci Acwi Ex Us ETF stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 12,045 shares of ACWX stock, worth $801,715. This represents 0.73% of its overall portfolio holdings.

Number of Shares
12,045
Previous 14,112 14.65%
Holding current value
$801,715
Previous $917 Million 11.86%
% of portfolio
0.73%
Previous 0.85%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026

SELL
$63.98 - $67.45 $132,246 - $139,419
-2,067 Reduced 14.65%
12,045 $809 Million
Q3 2025

Nov 13, 2025

BUY
$60.01 - $65.01 $58,809 - $63,709
980 Added 7.46%
14,112 $917 Million
Q2 2025

Aug 14, 2025

BUY
$49.48 - $61.22 $1,682 - $2,081
34 Added 0.26%
13,132 $800 Million
Q1 2025

May 15, 2025

BUY
$51.39 - $57.43 $123,592 - $138,119
2,405 Added 22.49%
13,098 $726 Million
Q4 2024

Feb 13, 2025

BUY
$52.1 - $57.26 $557,105 - $612,281
10,693 New
10,693 $558 Million

Others Institutions Holding ACWX

About ISHARES MSCI ACWI EX US ETF


  • Ticker ACWX
  • Sector ETFs
  • Industry ETFs
More about ACWX
Track This Portfolio

Track Stonehaven Wealth & Tax Solutions, LLC Portfolio

Follow Stonehaven Wealth & Tax Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonehaven Wealth & Tax Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonehaven Wealth & Tax Solutions, LLC with notifications on news.