Oldfather Financial Services’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 | $781K | Sell |
12,809
-954
| -7% | -$58.1K | 0.27% | 39 |
|
|
2025
Q1 | $763K | Buy |
13,763
+2,055
| +18% | +$114K | 0.29% | 39 |
|
|
2024
Q4 | $611K | Buy |
11,708
+12
| +0.1% | +$626 | 0.23% | 40 |
|
|
2024
Q3 | $669K | Hold |
11,696
| – | – | 0.26% | 38 |
|
|
2024
Q2 | $621K | Buy |
11,696
+12
| +0.1% | +$638 | 0.26% | 37 |
|
|
2024
Q1 | $624K | Sell |
11,684
-120
| -1% | -$6.41K | 0.26% | 38 |
|
|
2023
Q4 | $602K | Buy |
11,804
+11
| +0.1% | +$561 | 0.27% | 37 |
|
|
2023
Q3 | $554K | Hold |
11,793
| – | – | 0.28% | 36 |
|
|
2023
Q2 | $580K | Buy |
11,793
+415
| +4% | +$20.4K | 0.28% | 37 |
|
|
2023
Q1 | $555K | Buy |
11,378
+2,016
| +22% | +$98.3K | 0.29% | 38 |
|
|
2022
Q4 | $426K | Sell |
9,362
-3,872
| -29% | -$176K | 0.24% | 43 |
|
|
2022
Q3 | $529K | Buy |
13,234
+2,628
| +25% | +$105K | 0.33% | 37 |
|
|
2022
Q2 | $486K | Sell |
10,606
-536
| -5% | -$24.6K | 0.28% | 39 |
|
|
2022
Q1 | $548K | Hold |
11,142
| – | – | 0.3% | 39 |
|
|
2021
Q4 | $613K | Buy |
11,142
+13
| +0.1% | +$715 | 0.32% | 38 |
|
|
2021
Q3 | $645K | Hold |
11,129
| – | – | 0.33% | 38 |
|
|
2021
Q2 | $637K | Sell |
11,129
-273
| -2% | -$15.6K | 0.35% | 36 |
|
|
2021
Q1 | $643K | Hold |
11,402
| – | – | 0.37% | 33 |
|
|
2020
Q4 | $631K | Sell |
11,402
-699
| -6% | -$38.7K | 0.37% | 31 |
|
|
2020
Q3 | $573K | Sell |
12,101
-69
| -0.6% | -$3.27K | 0.41% | 33 |
|
|
2020
Q2 | $557K | Buy |
12,170
+701
| +6% | +$32.1K | 0.43% | 31 |
|
|
2020
Q1 | $456K | Sell |
11,469
-415
| -3% | -$16.5K | 0.43% | 32 |
|
|
2019
Q4 | $575K | Buy |
+11,884
| New | +$575K | 0.53% | 25 |
|