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