Claro Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $506K | Sell |
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|
2024
Q3 | $703K | Sell |
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|
2024
Q2 | $720K | Sell |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $907K | Buy |
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|
2023
Q2 | $873K | Buy |
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|
2023
Q1 | $762K | Buy |
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|
2022
Q4 | $636K | Sell |
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|
2022
Q3 | $630K | Hold |
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|
2022
Q2 | $630K | Sell |
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|
2022
Q1 | $1.15M | Hold |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $789K | Sell |
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|
2021
Q2 | $834K | Sell |
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|
2021
Q1 | $869K | Buy |
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|
2020
Q4 | $734K | Sell |
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|
2020
Q3 | $656K | Sell |
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|
2020
Q2 | $645K | Buy |
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|
2020
Q1 | $459K | Sell |
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|
2019
Q4 | $776K | Buy |
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|
2019
Q3 | $656K | Buy |
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|
2019
Q2 | $367K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $18K | Buy |
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