Loudon Investment Management’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 | $468K | Buy |
7,687
+41
| +0.5% | +$2.5K | 0.26% | 77 |
|
|
2025
Q1 | $424K | Sell |
7,646
-125
| -2% | -$6.93K | 0.24% | 74 |
|
|
2024
Q4 | $405K | Sell |
7,771
-171
| -2% | -$8.92K | 0.23% | 73 |
|
|
2024
Q3 | $454K | Buy |
7,942
+281
| +4% | +$16.1K | 0.25% | 72 |
|
|
2024
Q2 | $407K | Sell |
7,661
-120
| -2% | -$6.38K | 0.24% | 74 |
|
|
2024
Q1 | $415K | Sell |
7,781
-700
| -8% | -$37.4K | 0.24% | 73 |
|
|
2023
Q4 | $433K | Buy |
8,481
+1,610
| +23% | +$82.2K | 0.27% | 74 |
|
|
2023
Q3 | $323K | Sell |
6,871
-775
| -10% | -$36.4K | 0.22% | 80 |
|
|
2023
Q2 | $376K | Buy |
7,646
+235
| +3% | +$11.6K | 0.25% | 77 |
|
|
2023
Q1 | $361K | Buy |
7,411
+300
| +4% | +$14.6K | 0.25% | 77 |
|
|
2022
Q4 | $324K | Buy |
7,111
+135
| +2% | +$6.14K | 0.23% | 76 |
|
|
2022
Q3 | $279K | Buy |
6,976
+376
| +6% | +$15K | 0.22% | 79 |
|
|
2022
Q2 | $297K | Sell |
6,600
-339
| -5% | -$15.3K | 0.22% | 77 |
|
|
2022
Q1 | $363K | Buy |
6,939
+89
| +1% | +$4.66K | 0.24% | 75 |
|
|
2021
Q4 | $381K | Buy |
6,850
+150
| +2% | +$8.34K | 0.24% | 73 |
|
|
2021
Q3 | $371K | Buy |
6,700
+660
| +11% | +$36.5K | 0.26% | 73 |
|
|
2021
Q2 | $347K | Buy |
6,040
+320
| +6% | +$18.4K | 0.24% | 71 |
|
|
2021
Q1 | $316K | Buy |
5,720
+975
| +21% | +$53.9K | 0.23% | 69 |
|
|
2020
Q4 | $252K | Hold |
4,745
| – | – | 0.2% | 68 |
|
|
2020
Q3 | $218K | Hold |
4,745
| – | – | 0.18% | 71 |
|
|
2020
Q2 | $205K | Buy |
+4,745
| New | +$205K | 0.18% | 76 |
|