Midland Wealth 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 | $1.53M | Sell |
25,158
-1,055
| -4% | -$64.3K | 0.08% | 57 |
|
2025
Q1 | $1.45M | Sell |
26,213
-2,675
| -9% | -$148K | 0.09% | 60 |
|
2024
Q4 | $1.51M | Sell |
28,888
-572
| -2% | -$29.8K | 0.09% | 61 |
|
2024
Q3 | $1.69M | Sell |
29,460
-3,386
| -10% | -$194K | 0.1% | 57 |
|
2024
Q2 | $1.75M | Sell |
32,846
-342
| -1% | -$18.2K | 0.1% | 50 |
|
2024
Q1 | $1.77M | Sell |
33,188
-2,888
| -8% | -$154K | 0.11% | 52 |
|
2023
Q4 | $1.84M | Buy |
+36,076
| New | +$1.84M | 0.13% | 45 |
|