JT Stratford LLC’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 | $226K | Sell |
3,711
-455
| -11% | -$27.7K | 0.03% | 274 |
|
|
2025
Q1 | $231K | Hold |
4,166
| – | – | 0.04% | 253 |
|
|
2024
Q4 | $217K | Hold |
4,166
| – | – | 0.04% | 278 |
|
|
2024
Q3 | $238K | Hold |
4,166
| – | – | 0.04% | 258 |
|
|
2024
Q2 | $221K | Buy |
4,166
+250
| +6% | +$13.3K | 0.04% | 251 |
|
|
2024
Q1 | $209K | Sell |
3,916
-1,204
| -24% | -$64.3K | 0.04% | 248 |
|
|
2023
Q4 | $261K | Sell |
5,120
-1,730
| -25% | -$88.3K | 0.06% | 218 |
|
|
2023
Q3 | $322K | Buy |
6,850
+1,195
| +21% | +$56.2K | 0.08% | 195 |
|
|
2023
Q2 | $278K | Buy |
5,655
+11
| +0.2% | +$541 | 0.07% | 203 |
|
|
2023
Q1 | $275K | Buy |
+5,644
| New | +$275K | 0.08% | 199 |
|