Allworth Financial’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 | $20.8K | Buy |
+341
| New | +$20.8K | ﹤0.01% | 2482 |
|
|
2025
Q1 | – | Sell |
-71
| Closed | -$3.81K | – | 4049 |
|
|
2024
Q4 | $3.81K | Buy |
71
+13
| +22% | +$697 | ﹤0.01% | 2872 |
|
|
2024
Q3 | $3.32K | Hold |
58
| – | – | ﹤0.01% | 2743 |
|
|
2024
Q2 | $3.12K | Hold |
58
| – | – | ﹤0.01% | 2724 |
|
|
2024
Q1 | $3.1K | Hold |
58
| – | – | ﹤0.01% | 2616 |
|
|
2023
Q4 | $2.96K | Hold |
58
| – | – | ﹤0.01% | 2495 |
|
|
2023
Q3 | $2.73K | Sell |
58
-621
| -91% | -$29.2K | ﹤0.01% | 2390 |
|
|
2023
Q2 | $33.4K | Buy |
679
+11
| +2% | +$541 | ﹤0.01% | 1276 |
|
|
2023
Q1 | $32.6K | Sell |
668
-303
| -31% | -$14.8K | ﹤0.01% | 1238 |
|
|
2022
Q4 | $44.2K | Buy |
+971
| New | +$44.2K | ﹤0.01% | 1059 |
|