Colton Groome 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 | $529K | Buy |
8,688
+324
| +4% | +$19.7K | 0.18% | 78 |
|
|
2025
Q1 | $476K | Buy |
8,364
+523
| +7% | +$29.8K | 0.18% | 73 |
|
|
2024
Q4 | $409K | Buy |
7,841
+97
| +1% | +$5.06K | 0.16% | 79 |
|
|
2024
Q3 | $443K | Buy |
7,744
+278
| +4% | +$15.9K | 0.17% | 81 |
|
|
2024
Q2 | $397K | Buy |
7,466
+918
| +14% | +$48.8K | 0.16% | 79 |
|
|
2024
Q1 | $350K | Buy |
6,548
+555
| +9% | +$29.6K | 0.14% | 83 |
|
|
2023
Q4 | $306K | Sell |
5,993
-4,794
| -44% | -$245K | 0.13% | 90 |
|
|
2023
Q3 | $507K | Buy |
10,787
+288
| +3% | +$13.5K | 0.25% | 68 |
|
|
2023
Q2 | $517K | Buy |
10,499
+57
| +0.5% | +$2.81K | 0.24% | 75 |
|
|
2023
Q1 | $509K | Buy |
10,442
+348
| +3% | +$17K | 0.24% | 76 |
|
|
2022
Q4 | $459K | Sell |
10,094
-58,769
| -85% | -$2.67M | 0.23% | 74 |
|
|
2022
Q3 | $2.76M | Buy |
68,863
+59,670
| +649% | +$2.39M | 1.4% | 14 |
|
|
2022
Q2 | $414K | Buy |
9,193
+883
| +11% | +$39.8K | 0.21% | 61 |
|
|
2022
Q1 | $434K | Sell |
8,310
-85,759
| -91% | -$4.48M | 0.2% | 63 |
|
|
2021
Q4 | $5.23M | Buy |
94,069
+86,784
| +1,191% | +$4.82M | 2.13% | 15 |
|
|
2021
Q3 | $404K | Buy |
7,285
+1,040
| +17% | +$57.7K | 0.18% | 77 |
|
|
2021
Q2 | $359K | Buy |
6,245
+815
| +15% | +$46.9K | 0.16% | 88 |
|
|
2021
Q1 | $300K | Buy |
+5,430
| New | +$300K | 0.17% | 57 |
|