Oxford 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 | $17.4K | Hold |
286
| – | – | ﹤0.01% | 245 |
|
|
2025
Q1 | $15.9K | Hold |
286
| – | – | ﹤0.01% | 247 |
|
|
2024
Q4 | $14.9K | Hold |
286
| – | – | ﹤0.01% | 283 |
|
|
2024
Q3 | $16.4K | Sell |
286
-842
| -75% | -$48.2K | ﹤0.01% | 275 |
|
|
2024
Q2 | $59.9K | Hold |
1,128
| – | – | ﹤0.01% | 281 |
|
|
2024
Q1 | $60.2K | Sell |
1,128
-233
| -17% | -$12.4K | ﹤0.01% | 246 |
|
|
2023
Q4 | $69.5K | Buy |
+1,361
| New | +$69.5K | 0.01% | 257 |
|