FDx Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-14,640
Closed -$1.24M 747
2023
Q1
$1.24M Hold
14,640
0.05% 257
2022
Q4
$1.24M Buy
+14,640
New +$1.24M 0.05% 257
2018
Q2
Sell
-22,713
Closed -$1.63M 851
2018
Q1
$1.63M Buy
22,713
+8,766
+63% +$629K 0.05% 347
2017
Q4
$1.01M Buy
13,947
+786
+6% +$56.6K 0.03% 545
2017
Q3
$906K Sell
13,161
-264
-2% -$18.2K 0.02% 559
2017
Q2
$879K Buy
13,425
+794
+6% +$52K 0.03% 558
2017
Q1
$799K Sell
12,631
-19,393
-61% -$1.23M 0.02% 604
2016
Q4
$1.9M Buy
32,024
+25,887
+422% +$1.53M 0.05% 296
2016
Q3
$363K Buy
6,137
+19
+0.3% +$1.12K 0.02% 718
2016
Q2
$344K Buy
+6,118
New +$344K 0.02% 714