Aptus Capital Advisors’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 | $122K | Buy |
2,000
+206
| +11% | +$12.6K | ﹤0.01% | 1031 |
|
2025
Q1 | $99.5K | Sell |
1,794
-647
| -27% | -$35.9K | ﹤0.01% | 1006 |
|
2024
Q4 | $127K | Buy |
2,441
+2,122
| +665% | +$111K | ﹤0.01% | 957 |
|
2024
Q3 | $18.3K | Buy |
319
+54
| +20% | +$3.09K | ﹤0.01% | 1046 |
|
2024
Q2 | $14.1K | Buy |
265
+11
| +4% | +$584 | ﹤0.01% | 1001 |
|
2024
Q1 | $13.6K | Hold |
254
| – | – | ﹤0.01% | 1001 |
|
2023
Q4 | $13K | Hold |
254
| – | – | ﹤0.01% | 778 |
|
2023
Q3 | $11.9K | Hold |
254
| – | – | ﹤0.01% | 787 |
|
2023
Q2 | $12.5K | Hold |
254
| – | – | ﹤0.01% | 677 |
|
2023
Q1 | $12.4K | Buy |
+254
| New | +$12.4K | ﹤0.01% | 665 |
|