Alpha Financial Partners’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 | $409K | Buy |
6,716
+195
| +3% | +$11.9K | 0.29% | 52 |
|
|
2025
Q1 | $362K | Buy |
6,521
+2,496
| +62% | +$138K | 0.29% | 45 |
|
|
2024
Q4 | $210K | Buy |
+4,025
| New | +$210K | 0.17% | 78 |
|
|
2024
Q2 | – | Sell |
-4,131
| Closed | -$221K | – | 75 |
|
|
2024
Q1 | $221K | Hold |
4,131
| – | – | 0.2% | 66 |
|
|
2023
Q4 | $211K | Buy |
+4,131
| New | +$211K | 0.21% | 76 |
|