Jones Financial Companies’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$440K Buy
3,438
+754
+28% +$96.5K ﹤0.01% 1319
2025
Q1
$312K Buy
2,684
+342
+15% +$39.8K ﹤0.01% 1315
2024
Q4
$275K Buy
2,342
+984
+72% +$116K ﹤0.01% 1213
2024
Q3
$162K Buy
1,358
+374
+38% +$44.7K ﹤0.01% 1213
2024
Q2
$111K Buy
+984
New +$111K ﹤0.01% 1020