Avestar 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 | $522K | Buy |
8,562
+216
| +3% | +$13.2K | 0.04% | 283 |
|
|
2025
Q1 | $463K | Sell |
8,346
-5,943
| -42% | -$330K | 0.04% | 256 |
|
|
2024
Q4 | $745K | Sell |
14,289
-189
| -1% | -$9.86K | 0.06% | 201 |
|
|
2024
Q3 | $828K | Buy |
14,478
+1,107
| +8% | +$63.3K | 0.09% | 168 |
|
|
2024
Q2 | $710K | Buy |
13,371
+544
| +4% | +$28.9K | 0.07% | 174 |
|
|
2024
Q1 | $685K | Sell |
12,827
-910
| -7% | -$48.6K | 0.07% | 171 |
|
|
2023
Q4 | $701K | Buy |
13,737
+87
| +0.6% | +$4.44K | 0.08% | 140 |
|
|
2023
Q3 | $642K | Buy |
13,650
+283
| +2% | +$13.3K | 0.09% | 129 |
|
|
2023
Q2 | $658K | Buy |
13,367
+196
| +1% | +$9.65K | 0.11% | 104 |
|
|
2023
Q1 | $642K | Sell |
13,171
-89,027
| -87% | -$4.34M | 0.11% | 107 |
|
|
2022
Q4 | $4.65M | Buy |
+102,198
| New | +$4.65M | 0.84% | 30 |
|