Apella 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 | $6.56M | Buy |
108,353
+18
| +0% | +$1.09K | 0.18% | 97 |
|
|
2025
Q1 | $5.74M | Sell |
108,335
-1,605
| -1% | -$85K | 0.2% | 85 |
|
|
2024
Q4 | $5.73M | Sell |
109,940
-1,379
| -1% | -$71.9K | 0.22% | 71 |
|
|
2024
Q3 | $6.37M | Sell |
111,319
-1,098
| -1% | -$62.8K | 0.26% | 58 |
|
|
2024
Q2 | $6.08M | Sell |
112,417
-102
| -0.1% | -$5.52K | 0.27% | 58 |
|
|
2024
Q1 | $6.02M | Sell |
112,519
-4,375
| -4% | -$234K | 0.3% | 57 |
|
|
2023
Q4 | $5.86M | Sell |
116,894
-3,968
| -3% | -$199K | 0.33% | 58 |
|
|
2023
Q3 | $5.68M | Sell |
120,862
-850
| -0.7% | -$40K | 0.4% | 51 |
|
|
2023
Q2 | $5.99M | Buy |
+121,712
| New | +$5.99M | 0.43% | 49 |
|
|
2022
Q4 | $5.64M | Buy |
123,919
+12,777
| +11% | +$581K | 0.51% | 46 |
|
|
2022
Q3 | $4.45M | Buy |
111,142
+156
| +0.1% | +$6.24K | 0.52% | 45 |
|
|
2022
Q2 | $4.99M | Buy |
110,986
+1,785
| +2% | +$80.3K | 0.6% | 39 |
|
|
2022
Q1 | $5.71M | Buy |
109,201
+1,117
| +1% | +$58.4K | 0.8% | 33 |
|
|
2021
Q4 | $6.01M | Sell |
108,084
-3,320
| -3% | -$185K | 0.77% | 33 |
|
|
2021
Q3 | $6.17M | Sell |
111,404
-104
| -0.1% | -$5.76K | 0.89% | 32 |
|
|
2021
Q2 | $6.41M | Buy |
111,508
+2,351
| +2% | +$135K | 1.05% | 26 |
|
|
2021
Q1 | $6.02M | Sell |
109,157
-3,996
| -4% | -$220K | 1.9% | 15 |
|
|
2020
Q4 | $6M | Buy |
113,153
+3,504
| +3% | +$186K | 2.11% | 12 |
|
|
2020
Q3 | $5.04M | Sell |
109,649
-1,116
| -1% | -$51.3K | 2.03% | 13 |
|
|
2020
Q2 | $4.79M | Buy |
110,765
+24,020
| +28% | +$1.04M | 2.23% | 11 |
|
|
2020
Q1 | $3.27M | Buy |
+86,745
| New | +$3.27M | 1.91% | 13 |
|