Avantax Advisory Services’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 | $498K | Sell |
8,172
-22,069
| -73% | -$1.34M | ﹤0.01% | 1584 |
|
|
2025
Q1 | $1.68M | Buy |
30,241
+21,728
| +255% | +$1.2M | 0.01% | 841 |
|
|
2024
Q4 | $444K | Buy |
8,513
+617
| +8% | +$32.2K | ﹤0.01% | 1527 |
|
|
2024
Q3 | $452K | Buy |
+7,896
| New | +$452K | ﹤0.01% | 1480 |
|
|
2023
Q2 | – | Sell |
-9,064
| Closed | -$442K | – | 1506 |
|
|
2023
Q1 | $442K | Buy |
9,064
+388
| +4% | +$18.9K | 0.01% | 967 |
|
|
2022
Q4 | $395K | Buy |
8,676
+1,056
| +14% | +$48.1K | 0.01% | 973 |
|
|
2022
Q3 | $305K | Buy |
7,620
+296
| +4% | +$11.8K | ﹤0.01% | 998 |
|
|
2022
Q2 | $330K | Buy |
7,324
+113
| +2% | +$5.09K | 0.01% | 969 |
|
|
2022
Q1 | $379K | Sell |
7,211
-588
| -8% | -$30.9K | 0.01% | 895 |
|
|
2021
Q4 | $434K | Buy |
7,799
+1,341
| +21% | +$74.6K | 0.01% | 811 |
|
|
2021
Q3 | $357K | Buy |
6,458
+2,517
| +64% | +$139K | 0.01% | 849 |
|
|
2021
Q2 | $226K | Buy |
+3,941
| New | +$226K | ﹤0.01% | 1024 |
|