Arkadios Wealth 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 | $3.28M | Sell |
53,885
-1,390
| -3% | -$84.7K | 0.1% | 221 |
|
|
2025
Q1 | $3.06M | Buy |
55,275
+10,305
| +23% | +$571K | 0.12% | 199 |
|
|
2024
Q4 | $2.35M | Sell |
44,970
-1,389
| -3% | -$72.5K | 0.13% | 152 |
|
|
2024
Q3 | $2.65M | Buy |
46,359
+2,620
| +6% | +$150K | 0.15% | 141 |
|
|
2024
Q2 | $2.32M | Buy |
+43,739
| New | +$2.32M | 0.16% | 142 |
|
|
2021
Q4 | – | Sell |
-65
| Closed | -$3K | – | 581 |
|
|
2021
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 1686 |
|
|
2021
Q2 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 1797 |
|