EFS
Essex Financial Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
4,336
+10
| +0.2% | +$609 | 0.02% | 583 |
|
|
2025
Q1 | $240K | Hold |
4,326
| – | – | 0.02% | 555 |
|
|
2024
Q4 | $226K | Sell |
4,326
-190
| -4% | -$9.91K | 0.02% | 569 |
|
|
2024
Q3 | $251K | Hold |
4,516
| – | – | 0.02% | 537 |
|
|
2024
Q2 | $237K | Buy |
4,516
+251
| +6% | +$13.2K | 0.02% | 538 |
|
|
2024
Q1 | $228K | Buy |
+4,265
| New | +$228K | 0.02% | 478 |
|