JAA
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Joel Adams & Associates’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Joel Adams & Associates’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$516K Sell
8,470
-202
-2% -$12.3K 0.46% 34
2025
Q1 		$481K Buy
8,672
+49
+0.6% +$2.72K 0.43% 32
2024
Q4 		$450K Buy
+8,623
New +$450K 0.41% 34