Integrated Wealth Concepts’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 | $481K | Buy |
7,886
+2,142
| +37% | +$131K | ﹤0.01% | 1302 |
|
|
2025
Q1 | $319K | Sell |
5,744
-1,032
| -15% | -$57.2K | ﹤0.01% | 1377 |
|
|
2024
Q4 | $353K | Buy |
6,776
+2,511
| +59% | +$131K | ﹤0.01% | 1281 |
|
|
2024
Q3 | $244K | Sell |
4,265
-341
| -7% | -$19.5K | ﹤0.01% | 1464 |
|
|
2024
Q2 | $245K | Buy |
4,606
+53
| +1% | +$2.82K | ﹤0.01% | 1439 |
|
|
2024
Q1 | $243K | Sell |
4,553
-1,734
| -28% | -$92.5K | ﹤0.01% | 1432 |
|
|
2023
Q4 | $321K | Sell |
6,287
-140
| -2% | -$7.15K | 0.01% | 1230 |
|
|
2023
Q3 | $302K | Sell |
6,427
-593
| -8% | -$27.9K | 0.01% | 1228 |
|
|
2023
Q2 | $346K | Buy |
+7,020
| New | +$346K | 0.01% | 1158 |
|