Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $715K | Sell |
12,502
-396
| -3% | -$22.7K | 0.43% | 53 |
|
|
2024
Q2 | $685K | Buy |
12,898
+2,567
| +25% | +$136K | 0.44% | 55 |
|
|
2024
Q1 | $552K | Buy |
10,331
+22
| +0.2% | +$1.18K | 0.34% | 65 |
|
|
2023
Q4 | $526K | Buy |
10,309
+8,005
| +347% | +$409K | 0.35% | 65 |
|
|
2023
Q3 | $108K | Buy |
+2,304
| New | +$108K | 0.08% | 110 |
|
|
2023
Q1 | – | Sell |
-50
| Closed | -$2.28K | – | 179 |
|
|
2022
Q4 | $2.28K | Buy |
+50
| New | +$2.28K | ﹤0.01% | 153 |
|