Operose Advisors’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
Q2 | $377K | Buy |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $311K | Hold |
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|
2024
Q3 | $342K | Hold |
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|
2024
Q2 | $317K | Hold |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $671K | Buy |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $215K | Hold |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $199K | Buy |
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|
2022
Q3 | $101K | Hold |
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|
2022
Q2 | $113K | Hold |
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|
2022
Q1 | $132K | Hold |
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|
2021
Q4 | $140K | Buy |
|