Brighton Jones LLC’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 | $448K | Buy |
7,352
+85
| +1% | +$5.18K | 0.01% | 580 |
|
|
2025
Q1 | $403K | Buy |
7,267
+2,483
| +52% | +$138K | 0.01% | 452 |
|
|
2024
Q4 | $250K | Buy |
+4,784
| New | +$250K | 0.01% | 581 |
|
|
2024
Q3 | – | Sell |
-3,774
| Closed | -$201K | – | 581 |
|
|
2024
Q2 | $201K | Buy |
3,774
+6
| +0.2% | +$319 | 0.01% | 585 |
|
|
2024
Q1 | $201K | Buy |
+3,768
| New | +$201K | 0.01% | 581 |
|
|
2016
Q1 | – | Sell |
-5,239
| Closed | -$208K | – | 211 |
|
|
2015
Q4 | $208K | Sell |
5,239
-2,976
| -36% | -$118K | 0.04% | 190 |
|
|
2015
Q3 | $321K | Buy |
8,215
+46
| +0.6% | +$1.8K | 0.07% | 136 |
|
|
2015
Q2 | $361K | Hold |
8,169
| – | – | 0.08% | 121 |
|
|
2015
Q1 | $365K | Hold |
8,169
| – | – | 0.08% | 121 |
|
|
2014
Q4 | $351K | Sell |
8,169
-208
| -2% | -$8.94K | 0.08% | 131 |
|
|
2014
Q3 | $381K | Buy |
8,377
+55
| +0.7% | +$2.5K | 0.09% | 124 |
|
|
2014
Q2 | $400K | Hold |
8,322
| – | – | 0.09% | 115 |
|
|
2014
Q1 | $388K | Sell |
8,322
-241
| -3% | -$11.2K | 0.09% | 111 |
|
|
2013
Q4 | $400K | Buy |
8,563
+44
| +0.5% | +$2.06K | 0.09% | 110 |
|
|
2013
Q3 | $382K | Buy |
8,519
+48
| +0.6% | +$2.15K | 0.1% | 93 |
|
|
2013
Q2 | $345K | Buy |
+8,471
| New | +$345K | 0.1% | 75 |
|