Independent Advisor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,929
| Closed | -$1.17M | – | 707 |
|
|
2024
Q2 | $1.17M | Hold |
21,929
| – | – | 0.04% | 295 |
|
|
2024
Q1 | $1.17M | Buy |
+21,929
| New | +$1.17M | 0.04% | 294 |
|
|
2022
Q2 | – | Sell |
-4,164
| Closed | -$218K | – | 619 |
|
|
2022
Q1 | $218K | Buy |
4,164
+1
| +0% | +$52 | 0.01% | 590 |
|
|
2021
Q4 | $231K | Buy |
4,163
+5
| +0.1% | +$277 | 0.01% | 592 |
|
|
2021
Q3 | $230K | Hold |
4,158
| – | – | 0.01% | 559 |
|
|
2021
Q2 | $239K | Buy |
+4,158
| New | +$239K | 0.01% | 550 |
|