IFP Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $351K | Buy |
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|
2025
Q2 | $328K | Buy |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $337K | Hold |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $330K | Sell |
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|
2023
Q4 | $318K | Hold |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $329K | Sell |
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|
2022
Q3 | $550K | Sell |
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|
2022
Q2 | $841K | Hold |
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|
2022
Q1 | $841K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $918K | Buy |
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|
2021
Q2 | $764K | Sell |
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|
2021
Q1 | $740K | Sell |
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|
2020
Q4 | $767K | Buy |
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|
2020
Q3 | $665K | Buy |
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|
2020
Q2 | $132K | Sell |
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|
2020
Q1 | $119K | Sell |
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|
2019
Q4 | $200K | Sell |
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|
2019
Q3 | $189K | Buy |
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|
2019
Q1 | $153K | Sell |
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|
2018
Q4 | $360K | Sell |
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|
2018
Q3 | $467K | Sell |
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|
2018
Q2 | $827K | Buy |
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|
2018
Q1 | $549K | Hold |
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|
2017
Q4 | $549K | Sell |
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|
2017
Q3 | $686K | Buy |
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|
2017
Q2 | $628K | Sell |
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|
2017
Q1 | $602K | Buy |
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|
2016
Q4 | $520K | Buy |
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|
2016
Q3 | $211K | Sell |
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|
2016
Q2 | $383K | Buy |
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|
2016
Q1 | $153K | Sell |
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|
2015
Q4 | $187K | Buy |
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