Stratos Wealth Partners’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
Q3 | $1.22M | Buy |
|
|||||
|
2025
Q2 | $650K | Buy |
|
|||||
|
2025
Q1 | $513K | Hold |
|
|||||
|
2024
Q4 | $483K | Sell |
|
|||||
|
2024
Q3 | $538K | Buy |
|
|||||
|
2024
Q2 | $488K | Sell |
|
|||||
|
2024
Q1 | $493K | Buy |
|
|||||
|
2023
Q4 | $450K | Buy |
|
|||||
|
2023
Q3 | $409K | Hold |
|
|||||
|
2023
Q2 | $429K | Buy |
|
|||||
|
2023
Q1 | $317K | Sell |
|
|||||
|
2022
Q4 | $498K | Buy |
|
|||||
|
2022
Q3 | $393K | Buy |
|
|||||
|
2022
Q2 | $438K | Buy |
|
|||||
|
2022
Q1 | $401K | Hold |
|
|||||
|
2021
Q4 | $426K | Hold |
|
|||||
|
2021
Q3 | $425K | Hold |
|
|||||
|
2021
Q2 | $441K | Hold |
|
|||||
|
2021
Q1 | $423K | Sell |
|
|||||
|
2020
Q4 | $461K | Hold |
|
|||||
|
2020
Q3 | $400K | Hold |
|
|||||
|
2020
Q2 | $376K | Hold |
|
|||||
|
2020
Q1 | $327K | Buy |
|
|||||
|
2019
Q4 | $265K | Sell |
|
|||||
|
2019
Q3 | $262K | Buy |
|
|||||
|
2019
Q2 | $252K | Hold |
|
|||||
|
2019
Q1 | $249K | Sell |
|
|||||
|
2018
Q4 | $227K | Sell |
|
|||||
|
2018
Q3 | $269K | Buy |
|
|||||
|
2018
Q2 | $255K | Sell |
|
|||||
|
2018
Q1 | $272K | Sell |
|
|||||
|
2017
Q4 | $392K | Buy |
|
|||||
|
2017
Q3 | $265K | Hold |
|
|||||
|
2017
Q2 | $250K | Hold |
|
|||||
|
2017
Q1 | $239K | Hold |
|
|||||
|
2016
Q4 | $220K | Hold |
|
|||||
|
2016
Q3 | $227K | Hold |
|
|||||
|
2016
Q2 | $213K | Hold |
|
|||||
|
2016
Q1 | $216K | Sell |
|
|||||
|
2015
Q4 | $663K | Buy |
|
|||||
|
2015
Q3 | $211K | Hold |
|
|||||
|
2015
Q2 | $239K | Hold |
|
|||||
|
2015
Q1 | $241K | Hold |
|
|||||
|
2014
Q4 | $232K | Buy |
|