Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Buy |
294,254
+25,314
| +9% | +$1.54M | 0.12% | 128 |
|
|
2025
Q1 | $14.9M | Buy |
268,940
+39,122
| +17% | +$2.17M | 0.11% | 152 |
|
|
2024
Q4 | $12M | Buy |
229,818
+5,370
| +2% | +$280K | 0.12% | 159 |
|
|
2024
Q3 | $12.8M | Sell |
224,448
-4,628
| -2% | -$265K | 0.14% | 134 |
|
|
2024
Q2 | $12.2M | Sell |
229,076
-2,491
| -1% | -$132K | 0.15% | 121 |
|
|
2024
Q1 | $12.4M | Sell |
231,567
-12,821
| -5% | -$685K | 0.15% | 123 |
|
|
2023
Q4 | $12.5M | Sell |
244,388
-11,946
| -5% | -$610K | 0.15% | 128 |
|
|
2023
Q3 | $12.1M | Sell |
256,334
-18,020
| -7% | -$847K | 0.21% | 88 |
|
|
2023
Q2 | $13.5M | Buy |
+274,354
| New | +$13.5M | 0.23% | 83 |
|