Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-52
| Closed | -$2.78K | – | 789 |
|
|
2024
Q1 | $2.78K | Buy |
+52
| New | +$2.78K | ﹤0.01% | 742 |
|
|
2016
Q1 | – | Sell |
-1,283
| Closed | -$51K | – | 847 |
|
|
2015
Q4 | $51K | Buy |
+1,283
| New | +$51K | 0.04% | 272 |
|
|
2015
Q3 | – | Sell |
-515
| Closed | -$23K | – | 698 |
|
|
2015
Q2 | $23K | Hold |
515
| – | – | 0.02% | 405 |
|
|
2015
Q1 | $23K | Hold |
515
| – | – | 0.02% | 385 |
|
|
2014
Q4 | $22K | Hold |
515
| – | – | 0.02% | 393 |
|
|
2014
Q3 | $23K | Buy |
+515
| New | +$23K | 0.02% | 383 |
|