FSC Wealth Advisors’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
Q1 | – | Sell |
-3,406
| Closed | -$178K | – | 261 |
|
2024
Q4 | $178K | Buy |
+3,406
| New | +$178K | 0.11% | 66 |
|
2024
Q1 | – | Sell |
-7,510
| Closed | -$383K | – | 255 |
|
2023
Q4 | $383K | Buy |
+7,510
| New | +$383K | 0.28% | 37 |
|
2023
Q1 | – | Sell |
-9,401
| Closed | -$428K | – | 172 |
|
2022
Q4 | $428K | Buy |
+9,401
| New | +$428K | 0.73% | 8 |
|