IFP 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
Q2 | $328K | Buy |
5,389
+405
| +8% | +$24.7K | 0.01% | 1023 |
|
|
2025
Q1 | $276K | Hold |
4,984
| – | – | 0.01% | 1024 |
|
|
2024
Q4 | $260K | Sell |
4,984
-900
| -15% | -$46.9K | 0.01% | 1014 |
|
|
2024
Q3 | $337K | Hold |
5,884
| – | – | 0.01% | 849 |
|
|
2024
Q2 | $313K | Sell |
5,884
-288
| -5% | -$15.3K | 0.01% | 823 |
|
|
2024
Q1 | $330K | Sell |
6,172
-62
| -1% | -$3.31K | 0.01% | 759 |
|
|
2023
Q4 | $318K | Hold |
6,234
| – | – | 0.02% | 743 |
|
|
2023
Q3 | $293K | Hold |
6,234
| – | – | 0.01% | 789 |
|
|
2023
Q2 | $307K | Sell |
6,234
-29
| -0.5% | -$1.43K | 0.01% | 832 |
|
|
2023
Q1 | $309K | Sell |
6,263
-290
| -4% | -$14.3K | 0.01% | 762 |
|
|
2022
Q4 | $329K | Sell |
6,553
-3,312
| -34% | -$166K | 0.01% | 1097 |
|
|
2022
Q3 | $550K | Sell |
9,865
-7,131
| -42% | -$398K | 0.01% | 881 |
|
|
2022
Q2 | $841K | Hold |
16,996
| – | – | 0.03% | 635 |
|
|
2022
Q1 | $841K | Sell |
16,996
-2,304
| -12% | -$114K | 0.03% | 635 |
|
|
2021
Q4 | $1.08M | Buy |
19,300
+2,829
| +17% | +$158K | 0.02% | 392 |
|
|
2021
Q3 | $918K | Buy |
16,471
+3,229
| +24% | +$180K | 0.02% | 410 |
|
|
2021
Q2 | $764K | Sell |
13,242
-187
| -1% | -$10.8K | 0.02% | 435 |
|
|
2021
Q1 | $740K | Sell |
13,429
-1,074
| -7% | -$59.2K | 0.01% | 414 |
|
|
2020
Q4 | $767K | Buy |
14,503
+75
| +0.5% | +$3.97K | 0.03% | 397 |
|
|
2020
Q3 | $665K | Buy |
14,428
+11,358
| +370% | +$524K | 0.04% | 370 |
|
|
2020
Q2 | $132K | Sell |
3,070
-68
| -2% | -$2.92K | 0.01% | 816 |
|
|
2020
Q1 | $119K | Sell |
3,138
-947
| -23% | -$35.9K | 0.01% | 753 |
|
|
2019
Q4 | $200K | Sell |
4,085
-82
| -2% | -$4.02K | 0.02% | 663 |
|
|
2019
Q3 | $189K | Buy |
+4,167
| New | +$189K | 0.01% | 786 |
|
|
2019
Q1 | $153K | Sell |
3,315
-5,276
| -61% | -$244K | 0.02% | 544 |
|
|
2018
Q4 | $360K | Sell |
8,591
-1,202
| -12% | -$50.4K | 0.02% | 647 |
|
|
2018
Q3 | $467K | Sell |
9,793
-7,701
| -44% | -$367K | 0.02% | 690 |
|
|
2018
Q2 | $827K | Buy |
17,494
+6,504
| +59% | +$307K | 0.03% | 469 |
|
|
2018
Q1 | $549K | Hold |
10,990
| – | – | 0.02% | 587 |
|
|
2017
Q4 | $549K | Sell |
10,990
-3,196
| -23% | -$160K | 0.02% | 586 |
|
|
2017
Q3 | $686K | Buy |
14,186
+416
| +3% | +$20.1K | 0.03% | 564 |
|
|
2017
Q2 | $628K | Sell |
13,770
-23
| -0.2% | -$1.05K | 0.03% | 584 |
|
|
2017
Q1 | $602K | Buy |
13,793
+881
| +7% | +$38.5K | 0.03% | 592 |
|
|
2016
Q4 | $520K | Buy |
12,912
+7,825
| +154% | +$315K | 0.03% | 602 |
|
|
2016
Q3 | $211K | Sell |
5,087
-4,734
| -48% | -$196K | 0.01% | 976 |
|
|
2016
Q2 | $383K | Buy |
9,821
+6,506
| +196% | +$254K | 0.02% | 654 |
|
|
2016
Q1 | $153K | Sell |
3,315
-1,416
| -30% | -$65.4K | 0.02% | 544 |
|
|
2015
Q4 | $187K | Buy |
+4,731
| New | +$187K | 0.01% | 854 |
|