Avantax Advisory Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$498K Sell
2025
Q1
$1.68M Buy
2024
Q4
$444K Buy
2024
Q3
$452K Buy
2023
Q2
Sell
2023
Q1
$442K Buy
2022
Q4
$395K Buy
2022
Q3
$305K Buy
2022
Q2
$330K Buy
2022
Q1
$379K Sell
2021
Q4
$434K Buy
2021
Q3
$357K Buy
2021
Q2
$226K Buy