Jaffetilchin Investment Partners’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 | $295K | Buy |
4,843
+68
| +1% | +$4.14K | 0.02% | 344 |
|
|
2025
Q1 | $265K | Hold |
4,775
| – | – | 0.02% | 343 |
|
|
2024
Q4 | $249K | Buy |
4,775
+420
| +10% | +$21.9K | 0.02% | 339 |
|
|
2024
Q3 | $249K | Hold |
4,355
| – | – | 0.02% | 318 |
|
|
2024
Q2 | $231K | Buy |
4,355
+64
| +1% | +$3.4K | 0.02% | 316 |
|
|
2024
Q1 | $229K | Sell |
4,291
-164
| -4% | -$8.76K | 0.02% | 329 |
|
|
2023
Q4 | $227K | Buy |
4,455
+182
| +4% | +$9.29K | 0.02% | 312 |
|
|
2023
Q3 | $201K | Sell |
4,273
-28
| -0.7% | -$1.32K | 0.02% | 321 |
|
|
2023
Q2 | $212K | Buy |
4,301
+69
| +2% | +$3.4K | 0.02% | 335 |
|
|
2023
Q1 | $206K | Buy |
+4,232
| New | +$206K | 0.02% | 334 |
|
|
2022
Q4 | – | Sell |
-5,687
| Closed | -$228K | – | 344 |
|
|
2022
Q3 | $228K | Hold |
5,687
| – | – | 0.03% | 285 |
|
|
2022
Q2 | $256K | Buy |
5,687
+104
| +2% | +$4.68K | 0.03% | 267 |
|
|
2022
Q1 | $257K | Buy |
5,583
+363
| +7% | +$16.7K | 0.03% | 280 |
|
|
2021
Q4 | $290K | Buy |
5,220
+77
| +1% | +$4.28K | 0.03% | 285 |
|
|
2021
Q3 | $285K | Sell |
5,143
-3,557
| -41% | -$197K | 0.03% | 281 |
|
|
2021
Q2 | $481K | Buy |
8,700
+4,443
| +104% | +$246K | 0.03% | 267 |
|
|
2021
Q1 | $235K | Hold |
4,257
| – | – | 0.03% | 310 |
|
|
2020
Q4 | $226K | Buy |
+4,257
| New | +$226K | 0.03% | 251 |
|
|
2020
Q3 | – | Sell |
-5,324
| Closed | -$230K | – | 224 |
|
|
2020
Q2 | $230K | Sell |
5,324
-15,321
| -74% | -$662K | 0.05% | 188 |
|
|
2020
Q1 | $777K | Sell |
20,645
-1,368
| -6% | -$51.5K | 0.27% | 54 |
|
|
2019
Q4 | $1.08M | Buy |
22,013
+6
| +0% | +$295 | 0.23% | 66 |
|
|
2019
Q3 | $1.01M | Buy |
22,007
+223
| +1% | +$10.3K | 0.24% | 63 |
|
|
2019
Q2 | $1.02M | Buy |
21,784
+296
| +1% | +$13.8K | 0.24% | 69 |
|
|
2019
Q1 | $994K | Buy |
+21,488
| New | +$994K | 0.22% | 73 |
|
|
2014
Q1 | – | Sell |
-6,968
| Closed | -$325K | – | 185 |
|
|
2013
Q4 | $325K | Buy |
6,968
+571
| +9% | +$26.6K | 0.16% | 122 |
|
|
2013
Q3 | $287K | Buy |
6,397
+776
| +14% | +$34.8K | 0.17% | 130 |
|
|
2013
Q2 | $229K | Buy |
+5,621
| New | +$229K | 0.16% | 161 |
|