Mayflower Financial Advisors’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
$2.15M Sell
35,294
-495
-1% -$30.2K 0.3% 79
2025
Q1
$1.98M Sell
35,789
-69
-0.2% -$3.83K 0.3% 79
2024
Q4
$1.87M Sell
35,858
-200
-0.6% -$10.4K 0.28% 81
2024
Q3
$2.06M Sell
36,058
-230
-0.6% -$13.2K 0.31% 74
2024
Q2
$1.93M Sell
36,288
-250
-0.7% -$13.3K 0.32% 71
2024
Q1
$1.95M Sell
36,538
-854
-2% -$45.6K 0.33% 74
2023
Q4
$1.91M Buy
37,392
+261
+0.7% +$13.3K 0.26% 79
2023
Q3
$1.75M Buy
37,131
+1,889
+5% +$88.8K 0.26% 80
2023
Q2
$1.73M Sell
35,242
-1,978
-5% -$97.4K 0.22% 91
2023
Q1
$1.82M Hold
37,220
0.24% 84
2022
Q4
$1.69M Buy
+37,220
New +$1.69M 0.24% 85