IFA
Interactive Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Sell |
7,473
-31
| -0.4% | -$1.89K | 0.22% | 63 |
|
|
2025
Q1 | $416K | Sell |
7,504
-143
| -2% | -$7.93K | 0.22% | 63 |
|
|
2024
Q4 | $399K | Buy |
7,647
+396
| +5% | +$20.7K | 0.21% | 66 |
|
|
2024
Q3 | $415K | Buy |
7,251
+115
| +2% | +$6.58K | 0.21% | 66 |
|
|
2024
Q2 | $379K | Buy |
7,136
+89
| +1% | +$4.73K | 0.21% | 68 |
|
|
2024
Q1 | $376K | Sell |
7,047
-2,642
| -27% | -$141K | 0.21% | 68 |
|
|
2023
Q4 | $458K | Buy |
9,689
+3,170
| +49% | +$150K | 0.25% | 57 |
|
|
2023
Q3 | $306K | Sell |
6,519
-404
| -6% | -$19K | 0.21% | 68 |
|
|
2023
Q2 | $341K | Sell |
6,923
-198
| -3% | -$9.75K | 0.23% | 65 |
|
|
2023
Q1 | $347K | Sell |
7,121
-140
| -2% | -$6.83K | 0.22% | 62 |
|
|
2022
Q4 | $330K | Buy |
7,261
+322
| +5% | +$14.7K | 0.2% | 72 |
|
|
2022
Q3 | $278K | Buy |
6,939
+211
| +3% | +$8.45K | 0.16% | 77 |
|
|
2022
Q2 | $307K | Buy |
6,728
+363
| +6% | +$16.6K | 0.15% | 65 |
|
|
2022
Q1 | $334K | Sell |
6,365
-50
| -0.8% | -$2.62K | 0.16% | 75 |
|
|
2021
Q4 | $357K | Buy |
6,415
+128
| +2% | +$7.12K | 0.14% | 66 |
|
|
2021
Q3 | $348K | Buy |
6,287
+5
| +0.1% | +$277 | 0.15% | 65 |
|
|
2021
Q2 | $361K | Sell |
6,282
-422
| -6% | -$24.3K | 0.15% | 67 |
|
|
2021
Q1 | $370K | Buy |
6,704
+260
| +4% | +$14.4K | 0.16% | 66 |
|
|
2020
Q4 | $342K | Sell |
6,444
-202
| -3% | -$10.7K | 0.16% | 62 |
|
|
2020
Q3 | $306K | Sell |
6,646
-211
| -3% | -$9.72K | 0.15% | 59 |
|
|
2020
Q2 | $296K | Sell |
6,857
-175
| -2% | -$7.55K | 0.15% | 56 |
|
|
2020
Q1 | $265K | Sell |
7,032
-308
| -4% | -$11.6K | 0.23% | 35 |
|
|
2019
Q4 | $361K | Buy |
7,340
+450
| +7% | +$22.1K | 0.16% | 60 |
|
|
2019
Q3 | $317K | Buy |
6,890
+30
| +0.4% | +$1.38K | 0.15% | 60 |
|
|
2019
Q2 | $321K | Sell |
6,860
-61,594
| -90% | -$2.88M | 0.15% | 61 |
|
|
2019
Q1 | $3.17M | Buy |
68,454
+7,408
| +12% | +$343K | 1.53% | 18 |
|
|
2018
Q4 | $2.56M | Sell |
61,046
-8,708
| -12% | -$365K | 1.33% | 20 |
|
|
2018
Q3 | $3.33M | Sell |
69,754
-11,811
| -14% | -$563K | 1.58% | 19 |
|
|
2018
Q2 | $3.85M | Buy |
81,565
+10,513
| +15% | +$497K | 1.82% | 18 |
|
|
2018
Q1 | $3.53M | Sell |
71,052
-299,695
| -81% | -$14.9M | 1.69% | 17 |
|
|
2017
Q4 | $18.5M | Buy |
370,747
+47,744
| +15% | +$2.38M | 8.14% | 2 |
|
|
2017
Q3 | $15.6M | Buy |
323,003
+221,429
| +218% | +$10.7M | 7.12% | 4 |
|
|
2017
Q2 | $4.63M | Sell |
101,574
-22,412
| -18% | -$1.02M | 2.18% | 16 |
|
|
2017
Q1 | $5.41M | Buy |
123,986
+19,139
| +18% | +$835K | 2.63% | 17 |
|
|
2016
Q4 | $4.22M | Buy |
104,847
+42,231
| +67% | +$1.7M | 2.13% | 17 |
|
|
2016
Q3 | $2.6M | Sell |
62,616
-16,509
| -21% | -$685K | 1.3% | 21 |
|
|
2016
Q2 | $3.08M | Buy |
79,125
+4,593
| +6% | +$179K | 1.62% | 18 |
|
|
2016
Q1 | $2.94M | Buy |
74,532
+1,591
| +2% | +$62.8K | 1.81% | 16 |
|
|
2015
Q4 | $2.89M | Buy |
72,941
+11,391
| +19% | +$451K | 1.68% | 17 |
|
|
2015
Q3 | $2.4M | Sell |
61,550
-18,603
| -23% | -$727K | 1.36% | 17 |
|
|
2015
Q2 | $3.54M | Buy |
80,153
+897
| +1% | +$39.6K | 1.91% | 15 |
|
|
2015
Q1 | $3.54M | Buy |
79,256
+18,822
| +31% | +$841K | 1.9% | 13 |
|
|
2014
Q4 | $2.6M | Buy |
60,434
+2,443
| +4% | +$105K | 1.43% | 13 |
|
|
2014
Q3 | $2.64M | Buy |
57,991
+6,868
| +13% | +$312K | 1.5% | 13 |
|
|
2014
Q2 | $2.46M | Buy |
51,123
+4,462
| +10% | +$214K | 1.39% | 15 |
|
|
2014
Q1 | $2.17M | Sell |
46,661
-9,378
| -17% | -$437K | 1.26% | 13 |
|
|
2013
Q4 | $2.62M | Sell |
56,039
-1,017
| -2% | -$47.5K | 1.54% | 13 |
|
|
2013
Q3 | $2.56M | Buy |
57,056
+52,865
| +1,261% | +$2.37M | 1.56% | 14 |
|
|
2013
Q2 | $171K | Buy |
+4,191
| New | +$171K | 0.13% | 33 |
|