Founders Financial Alliance’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 | $71.1K | Buy |
1,167
+17
| +1% | +$1.04K | 0.02% | 369 |
|
2025
Q1 | $63.8K | Hold |
1,150
| – | – | 0.02% | 420 |
|
2024
Q4 | $60K | Buy |
1,150
+16
| +1% | +$835 | 0.02% | 368 |
|
2024
Q3 | $64.9K | Sell |
1,134
-88
| -7% | -$5.03K | 0.02% | 372 |
|
2024
Q2 | $64.9K | Buy |
1,222
+18
| +1% | +$956 | 0.02% | 354 |
|
2024
Q1 | $64.3K | Hold |
1,204
| – | – | 0.02% | 359 |
|
2023
Q4 | $61.5K | Buy |
1,204
+17
| +1% | +$868 | 0.02% | 324 |
|
2023
Q3 | $55.8K | Sell |
1,187
-110
| -8% | -$5.17K | 0.02% | 311 |
|
2023
Q2 | $63.9K | Buy |
1,297
+20
| +2% | +$985 | 0.03% | 325 |
|
2023
Q1 | $62.3K | Hold |
1,277
| – | – | 0.03% | 285 |
|
2022
Q4 | $58.1K | Buy |
1,277
+11
| +0.9% | +$500 | 0.03% | 308 |
|
2022
Q3 | $51K | Hold |
1,266
| – | – | 0.03% | 313 |
|
2022
Q2 | $57K | Buy |
1,266
+23
| +2% | +$1.04K | 0.03% | 318 |
|
2022
Q1 | $65K | Buy |
1,243
+103
| +9% | +$5.39K | 0.03% | 298 |
|
2021
Q4 | $63K | Buy |
1,140
+17
| +2% | +$939 | 0.03% | 340 |
|
2021
Q3 | $62K | Buy |
1,123
+1
| +0.1% | +$55 | 0.03% | 311 |
|
2021
Q2 | $65K | Buy |
1,122
+11
| +1% | +$637 | 0.03% | 326 |
|
2021
Q1 | $61K | Sell |
1,111
-565
| -34% | -$31K | 0.03% | 315 |
|
2020
Q4 | $89K | Buy |
1,676
+107
| +7% | +$5.68K | 0.05% | 254 |
|
2020
Q3 | $73K | Buy |
+1,569
| New | +$73K | 0.04% | 317 |
|