U.S. Capital Wealth 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 | $293K | Buy |
4,810
+11
| +0.2% | +$670 | 0.01% | 722 |
|
|
2025
Q1 | $266K | Hold |
4,799
| – | – | 0.01% | 730 |
|
|
2024
Q4 | $250K | Buy |
+4,799
| New | +$250K | 0.01% | 723 |
|
|
2023
Q4 | – | Sell |
-4,691
| Closed | -$221K | – | 658 |
|
|
2023
Q3 | $221K | Hold |
4,691
| – | – | 0.01% | 579 |
|
|
2023
Q2 | $231K | Buy |
+4,691
| New | +$231K | 0.01% | 591 |
|
|
2023
Q1 | – | Sell |
-2,930
| Closed | -$133K | – | 641 |
|
|
2022
Q4 | $133K | Buy |
+2,930
| New | +$133K | 0.01% | 687 |
|