Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Hold |
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|
2025
Q1 | $489K | Hold |
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|
2024
Q4 | $460K | Hold |
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|
2024
Q3 | $504K | Hold |
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|
2024
Q2 | $468K | Sell |
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|
2024
Q1 | $550K | Hold |
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|
2023
Q4 | $526K | Hold |
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|
2023
Q3 | $485K | Hold |
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|
2023
Q2 | $507K | Hold |
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|
2023
Q1 | $503K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $495K | Hold |
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|
2022
Q2 | $561K | Hold |
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|
2022
Q1 | $652K | Sell |
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|
2021
Q4 | $721K | Hold |
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|
2021
Q3 | $719K | Hold |
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|
2021
Q2 | $746K | Buy |
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|
2021
Q1 | $498K | Hold |
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|
2020
Q4 | $478K | Hold |
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|
2020
Q3 | $415K | Hold |
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|
2020
Q2 | $390K | Sell |
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|
2020
Q1 | $346K | Buy |
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|
2019
Q4 | $228K | Sell |
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|
2019
Q3 | $232K | Sell |
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|
2019
Q2 | $291K | Sell |
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|
2019
Q1 | $376K | Sell |
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|
2018
Q4 | $363K | Buy |
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