O'Connor Financial Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$447K Buy
2025
Q2
$410K Buy
2025
Q1
$310K Buy
2024
Q4
$274K Buy
2024
Q3
$274K Sell
2024
Q2
$256K Buy
2024
Q1
$235K Sell
2023
Q4
$244K Buy
2023
Q3
$208K Buy
2023
Q2
$198K Buy