JWA
JFS Wealth 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 | $2.31M | Sell |
37,985
-501
| -1% | -$30.5K | 0.15% | 89 |
|
|
2025
Q1 | $2.13M | Sell |
38,486
-1,323
| -3% | -$73.4K | 0.14% | 88 |
|
|
2024
Q4 | $2.08M | Sell |
39,809
-1,405
| -3% | -$73.3K | 0.14% | 89 |
|
|
2024
Q3 | $2.36M | Sell |
41,214
-451
| -1% | -$25.8K | 0.16% | 86 |
|
|
2024
Q2 | $2.21M | Sell |
41,665
-738
| -2% | -$39.2K | 0.17% | 76 |
|
|
2024
Q1 | $2.26M | Sell |
42,403
-1,060
| -2% | -$56.6K | 0.18% | 74 |
|
|
2023
Q4 | $2.22M | Sell |
43,463
-2,435
| -5% | -$124K | 0.19% | 73 |
|
|
2023
Q3 | $2.16M | Sell |
45,898
-88
| -0.2% | -$4.14K | 0.2% | 71 |
|
|
2023
Q2 | $2.26M | Sell |
45,986
-1,377
| -3% | -$67.8K | 0.2% | 77 |
|
|
2023
Q1 | $2.31M | Sell |
47,363
-2,898
| -6% | -$141K | 0.22% | 74 |
|
|
2022
Q4 | $2.29M | Sell |
50,261
-24,407
| -33% | -$1.11M | 0.22% | 77 |
|
|
2022
Q3 | $2.99M | Buy |
74,668
+1,688
| +2% | +$67.5K | 0.33% | 51 |
|
|
2022
Q2 | $3.28M | Sell |
72,980
-12,895
| -15% | -$580K | 0.35% | 50 |
|
|
2022
Q1 | $4.49M | Buy |
85,875
+17,914
| +26% | +$936K | 0.42% | 41 |
|
|
2021
Q4 | $3.78M | Buy |
67,961
+1,018
| +2% | +$56.6K | 0.36% | 55 |
|
|
2021
Q3 | $3.71M | Sell |
66,943
-5,550
| -8% | -$308K | 0.38% | 53 |
|
|
2021
Q2 | $4.17M | Buy |
72,493
+2,683
| +4% | +$154K | 0.62% | 34 |
|
|
2021
Q1 | $3.85M | Buy |
69,810
+3,746
| +6% | +$207K | 0.79% | 32 |
|
|
2020
Q4 | $3.5M | Buy |
66,064
+8,763
| +15% | +$465K | 0.74% | 34 |
|
|
2020
Q3 | $2.64M | Buy |
57,301
+398
| +0.7% | +$18.3K | 0.63% | 38 |
|
|
2020
Q2 | $2.46M | Sell |
56,903
-289
| -0.5% | -$12.5K | 0.64% | 37 |
|
|
2020
Q1 | $2.15M | Buy |
57,192
+24,329
| +74% | +$916K | 0.65% | 37 |
|
|
2019
Q4 | $1.61M | Buy |
32,863
+1,295
| +4% | +$63.6K | 0.4% | 54 |
|
|
2019
Q3 | $1.45M | Buy |
31,568
+2,629
| +9% | +$121K | 0.37% | 55 |
|
|
2019
Q2 | $1.35M | Buy |
28,939
+2,177
| +8% | +$102K | 0.34% | 55 |
|
|
2019
Q1 | $1.24M | Sell |
26,762
-1,004
| -4% | -$46.4K | 0.32% | 59 |
|
|
2018
Q4 | $1.17M | Sell |
27,766
-12
| -0% | -$503 | 0.31% | 63 |
|
|
2018
Q3 | $1.33M | Buy |
27,778
+6,673
| +32% | +$318K | 0.34% | 57 |
|
|
2018
Q2 | $997K | Buy |
21,105
+358
| +2% | +$16.9K | 0.26% | 63 |
|
|
2018
Q1 | $1.03M | Sell |
20,747
-28,906
| -58% | -$1.44M | 0.27% | 63 |
|
|
2017
Q4 | $2.48M | Sell |
49,653
-353
| -0.7% | -$17.6K | 0.61% | 37 |
|
|
2017
Q3 | $2.42M | Buy |
50,006
+6,270
| +14% | +$303K | 0.62% | 40 |
|
|
2017
Q2 | $1.99M | Buy |
43,736
+7,335
| +20% | +$334K | 0.55% | 42 |
|
|
2017
Q1 | $1.47M | Hold |
36,401
| – | – | 0.4% | 60 |
|
|
2016
Q4 | $1.47M | Sell |
36,401
-5,252
| -13% | -$212K | 0.4% | 60 |
|
|
2016
Q3 | $1.73M | Sell |
41,653
-1,934
| -4% | -$80.2K | 0.49% | 54 |
|
|
2016
Q2 | $1.7M | Buy |
43,587
+20,674
| +90% | +$805K | 0.47% | 53 |
|
|
2016
Q1 | $905K | Sell |
22,913
-22,553
| -50% | -$891K | 0.27% | 64 |
|
|
2015
Q4 | $1.8M | Buy |
+45,466
| New | +$1.8M | 0.52% | 39 |
|