FSA
Financial Services Advisory’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 | $14.9M | Buy |
244,728
+231,571
| +1,760% | +$14.1M | 7.2% | 5 |
|
2025
Q1 | $730K | Buy |
+13,157
| New | +$730K | 0.28% | 39 |
|
2023
Q4 | – | Sell |
-147,495
| Closed | -$6.93M | – | 56 |
|
2023
Q3 | $6.93M | Sell |
147,495
-265,354
| -64% | -$12.5M | 3.39% | 12 |
|
2023
Q2 | $20.3M | Buy |
412,849
+121,331
| +42% | +$5.97M | 8.4% | 4 |
|
2023
Q1 | $14.2M | Buy |
+291,518
| New | +$14.2M | 9.32% | 5 |
|