Coppell Advisory Solutions’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 | $4.9M | Buy |
+80,495
| New | +$4.9M | 0.58% | 35 |
|
|
2025
Q1 | – | Sell |
-123,108
| Closed | -$6.43M | – | 348 |
|
|
2024
Q4 | $6.43M | Buy |
123,108
+13,927
| +13% | +$727K | 0.9% | 20 |
|
|
2024
Q3 | $6.28M | Buy |
109,181
+9,511
| +10% | +$547K | 0.92% | 21 |
|
|
2024
Q2 | $5.3M | Buy |
+99,670
| New | +$5.3M | 0.87% | 22 |
|
|
2023
Q4 | $1.01M | Buy |
19,775
+19,449
| +5,966% | +$993K | 0.2% | 110 |
|
|
2023
Q3 | $14.8K | Buy |
326
+8
| +3% | +$364 | 0.01% | 538 |
|
|
2023
Q2 | $15.5K | Buy |
+318
| New | +$15.5K | ﹤0.01% | 612 |
|
|
2023
Q1 | – | Sell |
-326
| Closed | -$14.8K | – | 212 |
|
|
2022
Q4 | $14.8K | Buy |
+326
| New | +$14.8K | 0.01% | 544 |
|