BFC
Bedel Financial Consulting’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
29,203
-43
| -0.1% | -$2.62K | 0.24% | 57 |
|
|
2025
Q1 | $1.7M | Buy |
29,246
+217
| +0.7% | +$12.6K | 0.24% | 55 |
|
|
2024
Q4 | $1.58M | Buy |
29,029
+109
| +0.4% | +$5.94K | 0.22% | 62 |
|
|
2024
Q3 | $1.65M | Buy |
28,920
+1,739
| +6% | +$99.5K | 0.23% | 55 |
|
|
2024
Q2 | $1.44M | Sell |
27,181
-351
| -1% | -$18.6K | 0.21% | 58 |
|
|
2024
Q1 | $1.47M | Buy |
27,532
+2,396
| +10% | +$128K | 0.23% | 57 |
|
|
2023
Q4 | $1.28M | Buy |
25,136
+1,529
| +6% | +$78K | 0.24% | 59 |
|
|
2023
Q3 | $1.11M | Buy |
23,607
+469
| +2% | +$22K | 0.22% | 62 |
|
|
2023
Q2 | $1.14M | Sell |
23,138
-261
| -1% | -$12.8K | 0.24% | 60 |
|
|
2023
Q1 | $1.14M | Sell |
23,399
-1,909
| -8% | -$93.1K | 0.28% | 55 |
|
|
2022
Q4 | $1.15M | Sell |
25,308
-3,150
| -11% | -$143K | 0.29% | 55 |
|
|
2022
Q3 | $1.22M | Buy |
28,458
+10,819
| +61% | +$464K | 0.32% | 47 |
|
|
2022
Q2 | $794K | Buy |
17,639
+8,431
| +92% | +$380K | 0.23% | 56 |
|
|
2022
Q1 | $481K | Sell |
9,208
-240
| -3% | -$12.5K | 0.15% | 103 |
|
|
2021
Q4 | $525K | Sell |
9,448
-116
| -1% | -$6.45K | 0.16% | 88 |
|
|
2021
Q3 | $530K | Sell |
9,564
-138
| -1% | -$7.65K | 0.18% | 82 |
|
|
2021
Q2 | $558K | Sell |
9,702
-221
| -2% | -$12.7K | 0.19% | 77 |
|
|
2021
Q1 | $548K | Buy |
9,923
+5,482
| +123% | +$303K | 0.21% | 74 |
|
|
2020
Q4 | $236K | Hold |
4,441
| – | – | 0.1% | 135 |
|
|
2020
Q3 | $204K | Sell |
4,441
-443
| -9% | -$20.3K | 0.1% | 139 |
|
|
2020
Q2 | $211K | Sell |
4,884
-1,700
| -26% | -$73.4K | 0.11% | 122 |
|
|
2020
Q1 | $248K | Buy |
6,584
+1,936
| +42% | +$72.9K | 0.16% | 94 |
|
|
2019
Q4 | $228K | Hold |
4,648
| – | – | 0.13% | 126 |
|
|
2019
Q3 | $214K | Sell |
4,648
-498
| -10% | -$22.9K | 0.13% | 132 |
|
|
2019
Q2 | $241K | Sell |
5,146
-427
| -8% | -$20K | 0.15% | 118 |
|
|
2019
Q1 | $258K | Hold |
5,573
| – | – | 0.16% | 109 |
|
|
2018
Q4 | $234K | Buy |
5,573
+1,180
| +27% | +$49.5K | 0.17% | 107 |
|
|
2018
Q3 | $200K | Sell |
4,393
-35
| -0.8% | -$1.59K | 0.13% | 133 |
|
|
2018
Q2 | $209K | Buy |
4,428
+85
| +2% | +$4.01K | 0.15% | 129 |
|
|
2018
Q1 | $216K | Sell |
4,343
-600
| -12% | -$29.8K | 0.16% | 125 |
|
|
2017
Q4 | $247K | Buy |
+4,943
| New | +$247K | 0.22% | 110 |
|