Bragg Financial Advisors’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 | $484K | Sell |
7,943
-874
| -10% | -$53.3K | 0.02% | 268 |
|
|
2025
Q1 | $489K | Sell |
8,817
-292
| -3% | -$16.2K | 0.02% | 258 |
|
|
2024
Q4 | $475K | Buy |
9,109
+3,850
| +73% | +$201K | 0.02% | 262 |
|
|
2024
Q3 | $301K | Hold |
5,259
| – | – | 0.01% | 285 |
|
|
2024
Q2 | $279K | Hold |
5,259
| – | – | 0.01% | 290 |
|
|
2024
Q1 | $281K | Hold |
5,259
| – | – | 0.01% | 288 |
|
|
2023
Q4 | $268K | Buy |
5,259
+596
| +13% | +$30.4K | 0.01% | 292 |
|
|
2023
Q3 | $219K | Hold |
4,663
| – | – | 0.01% | 303 |
|
|
2023
Q2 | $230K | Sell |
4,663
-327
| -7% | -$16.1K | 0.01% | 307 |
|
|
2023
Q1 | $243K | Hold |
4,990
| – | – | 0.01% | 294 |
|
|
2022
Q4 | $227K | Buy |
+4,990
| New | +$227K | 0.01% | 299 |
|