Cahill 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 | $667K | Buy |
10,949
+45
| +0.4% | +$2.74K | 0.08% | 143 |
|
|
2025
Q1 | $605K | Hold |
10,904
| – | – | 0.08% | 147 |
|
|
2024
Q4 | $569K | Buy |
10,904
+45
| +0.4% | +$2.35K | 0.08% | 149 |
|
|
2024
Q3 | $621K | Hold |
10,859
| – | – | 0.09% | 143 |
|
|
2024
Q2 | $577K | Buy |
10,859
+45
| +0.4% | +$2.39K | 0.08% | 164 |
|
|
2024
Q1 | $577K | Buy |
10,814
+3,026
| +39% | +$162K | 0.08% | 162 |
|
|
2023
Q4 | $398K | Hold |
7,788
| – | – | 0.06% | 179 |
|
|
2023
Q3 | $366K | Sell |
7,788
-2,852
| -27% | -$134K | 0.06% | 180 |
|
|
2023
Q2 | $524K | Buy |
10,640
+13
| +0.1% | +$640 | 0.08% | 157 |
|
|
2023
Q1 | $518K | Hold |
10,627
| – | – | 0.09% | 149 |
|
|
2022
Q4 | $484K | Buy |
10,627
+824
| +8% | +$37.5K | 0.09% | 152 |
|
|
2022
Q3 | $392K | Buy |
+9,803
| New | +$392K | 0.08% | 165 |
|
|
2021
Q4 | – | Sell |
-1,741
| Closed | -$96K | – | 226 |
|
|
2021
Q3 | $96K | Buy |
+1,741
| New | +$96K | 0.02% | 270 |
|