Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-52,105
| Closed | -$2.89M | – | 613 |
|
|
2025
Q1 | $2.89M | Buy |
52,105
+11,085
| +27% | +$615K | 0.2% | 119 |
|
|
2024
Q4 | $2.14M | Buy |
41,020
+16,820
| +70% | +$877K | 0.12% | 169 |
|
|
2024
Q3 | $1.38M | Buy |
24,200
+12,450
| +106% | +$712K | 0.08% | 243 |
|
|
2024
Q2 | $624K | Buy |
+11,750
| New | +$624K | 0.04% | 381 |
|
|
2020
Q1 | – | Sell |
-4,432
| Closed | -$218K | – | 474 |
|
|
2019
Q4 | $218K | Buy |
+4,432
| New | +$218K | 0.02% | 464 |
|