J.W. Cole 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 | $640K | Sell |
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|
2025
Q2 | $725K | Buy |
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|
2025
Q1 | $611K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.92M | Sell |
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|
2022
Q4 | $2.96M | Buy |
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|
2022
Q3 | $2.22M | Buy |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | $2.25M | Buy |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.8M | Buy |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.56M | Sell |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | $1.03M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $865K | Buy |
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