Mutual 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 | $235K | Buy |
3,777
+25
| +0.7% | +$1.55K | 0.01% | 1073 |
|
|
2025
Q1 | $212K | Buy |
+3,752
| New | +$212K | 0.01% | 1012 |
|
|
2024
Q4 | – | Sell |
-3,730
| Closed | -$206K | – | 1068 |
|
|
2024
Q3 | $206K | Buy |
+3,730
| New | +$206K | 0.01% | 1033 |
|
|
2023
Q1 | – | Sell |
-5,448
| Closed | -$248K | – | 969 |
|
|
2022
Q4 | $248K | Buy |
+5,448
| New | +$248K | 0.01% | 802 |
|