Mount Yale Investment 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
Q1 | – | Sell |
-25,338
| Closed | -$1.32M | – | 529 |
|
|
2024
Q4 | $1.32M | Buy |
+25,338
| New | +$1.32M | 0.11% | 161 |
|
|
2024
Q1 | – | Sell |
-114,202
| Closed | -$5.83M | – | 534 |
|
|
2023
Q4 | $5.83M | Buy |
+114,202
| New | +$5.83M | 0.55% | 32 |
|
|
2023
Q1 | – | Sell |
-243,627
| Closed | -$11.1M | – | 481 |
|
|
2022
Q4 | $11.1M | Buy |
+243,627
| New | +$11.1M | 1.26% | 4 |
|
|
2022
Q2 | – | Sell |
-6,089
| Closed | -$318K | – | 455 |
|
|
2022
Q1 | $318K | Buy |
+6,089
| New | +$318K | 0.03% | 351 |
|
|
2021
Q1 | – | Sell |
-52,212
| Closed | -$2.77M | – | 407 |
|
|
2020
Q4 | $2.77M | Buy |
+52,212
| New | +$2.77M | 0.39% | 70 |
|