Boston Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $350K | Hold |
6,704
| – | – | 0.01% | 273 |
|
|
2024
Q3 | $384K | Hold |
6,704
| – | – | 0.01% | 266 |
|
|
2024
Q2 | $356K | Buy |
6,704
+850
| +15% | +$45.2K | 0.01% | 268 |
|
|
2024
Q1 | $313K | Hold |
5,854
| – | – | 0.01% | 288 |
|
|
2023
Q4 | $299K | Hold |
5,854
| – | – | 0.01% | 282 |
|
|
2023
Q3 | $275K | Hold |
5,854
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $288K | Hold |
5,854
| – | – | 0.01% | 280 |
|
|
2023
Q1 | $286K | Hold |
5,854
| – | – | 0.01% | 274 |
|
|
2022
Q4 | $266K | Sell |
5,854
-1,206
| -17% | -$54.9K | 0.01% | 281 |
|
|
2022
Q3 | $282K | Sell |
7,060
-266
| -4% | -$10.6K | 0.01% | 264 |
|
|
2022
Q2 | $330K | Buy |
+7,326
| New | +$330K | 0.01% | 240 |
|