Oxford Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1M | Sell |
218,468
-6,161
| -3% | -$792K | 1.67% | 12 |
|
|
2025
Q1 | $26.1M | Sell |
224,629
-12,338
| -5% | -$1.44M | 1.83% | 12 |
|
|
2024
Q4 | $27.8M | Buy |
236,967
+6,465
| +3% | +$760K | 1.8% | 12 |
|
|
2024
Q3 | $27.6M | Sell |
230,502
-7,112
| -3% | -$850K | 1.75% | 14 |
|
|
2024
Q2 | $26.7M | Sell |
237,614
-1,879
| -0.8% | -$211K | 1.76% | 13 |
|
|
2024
Q1 | $26.4M | Sell |
239,493
-18,913
| -7% | -$2.08M | 1.83% | 11 |
|
|
2023
Q4 | $26.3M | Buy |
258,406
+45,503
| +21% | +$4.63M | 1.93% | 11 |
|
|
2023
Q3 | $19.7M | Sell |
212,903
-1,311
| -0.6% | -$121K | 1.7% | 14 |
|
|
2023
Q2 | $20.6M | Sell |
214,214
-875
| -0.4% | -$83.9K | 1.95% | 12 |
|
|
2023
Q1 | $19.6M | Sell |
215,089
-10,449
| -5% | -$953K | 2.2% | 13 |
|
|
2022
Q4 | $19.1M | Buy |
225,538
+218,059
| +2,916% | +$18.5M | 2.23% | 12 |
|
|
2022
Q3 | $582K | Buy |
+7,479
| New | +$582K | 0.09% | 88 |
|