O'Connor Financial Group’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 | $410K | Buy |
6,695
+1,102
| +20% | +$67.5K | 0.18% | 41 |
|
|
2025
Q1 | $310K | Buy |
5,593
+339
| +6% | +$18.8K | 0.16% | 42 |
|
|
2024
Q4 | $274K | Buy |
5,254
+468
| +10% | +$24.4K | 0.14% | 47 |
|
|
2024
Q3 | $274K | Sell |
4,786
-40
| -0.8% | -$2.29K | 0.14% | 43 |
|
|
2024
Q2 | $256K | Buy |
4,826
+417
| +9% | +$22.2K | 0.15% | 43 |
|
|
2024
Q1 | $235K | Sell |
4,409
-374
| -8% | -$20K | 0.14% | 40 |
|
|
2023
Q4 | $244K | Buy |
4,783
+361
| +8% | +$18.4K | 0.15% | 49 |
|
|
2023
Q3 | $208K | Buy |
4,422
+398
| +10% | +$18.7K | 0.14% | 50 |
|
|
2023
Q2 | $198K | Buy |
+4,024
| New | +$198K | 0.14% | 50 |
|