JFS Wealth 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
Q2 | $2.31M | Sell |
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|
2025
Q1 | $2.13M | Sell |
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|
2024
Q4 | $2.08M | Sell |
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|
2024
Q3 | $2.36M | Sell |
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|
2024
Q2 | $2.21M | Sell |
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|
2024
Q1 | $2.26M | Sell |
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|
2023
Q4 | $2.22M | Sell |
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|
2023
Q3 | $2.16M | Sell |
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|
2023
Q2 | $2.26M | Sell |
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|
2023
Q1 | $2.31M | Sell |
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|
2022
Q4 | $2.29M | Sell |
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|
2022
Q3 | $2.99M | Buy |
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|
2022
Q2 | $3.28M | Sell |
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|
2022
Q1 | $4.49M | Buy |
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|
2021
Q4 | $3.78M | Buy |
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|
2021
Q3 | $3.71M | Sell |
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|
2021
Q2 | $4.17M | Buy |
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|
2021
Q1 | $3.85M | Buy |
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|
2020
Q4 | $3.5M | Buy |
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|
2020
Q3 | $2.63M | Buy |
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|
2020
Q2 | $2.46M | Sell |
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|
2020
Q1 | $2.15M | Buy |
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|
2019
Q4 | $1.61M | Buy |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $1.35M | Buy |
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|
2019
Q1 | $1.24M | Sell |
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|
2018
Q4 | $1.17M | Sell |
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|
2018
Q3 | $1.32M | Buy |
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|
2018
Q2 | $997K | Buy |
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|
2018
Q1 | $1.03M | Sell |
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|
2017
Q4 | $2.48M | Sell |
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|
2017
Q3 | $2.42M | Buy |
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|
2017
Q2 | $1.99M | Buy |
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|
2017
Q1 | $1.47M | Hold |
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|
2016
Q4 | $1.47M | Sell |
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|
2016
Q3 | $1.73M | Sell |
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|
2016
Q2 | $1.7M | Buy |
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|
2016
Q1 | $905K | Sell |
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|
2015
Q4 | $1.8M | Buy |
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