United Capital Financial Advisors’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 | $249K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $756K | Buy |
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|
2023
Q3 | $302K | Hold |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $456K | Sell |
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|
2022
Q4 | $4.71M | Buy |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $339K | Sell |
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|
2021
Q4 | $363K | Sell |
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|
2021
Q3 | $367K | Sell |
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|
2021
Q2 | $391K | Sell |
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|
2021
Q1 | $383K | Sell |
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|
2020
Q4 | $438K | Sell |
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|
2020
Q3 | $394K | Sell |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $1.28M | Buy |
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|
2019
Q4 | $257K | Buy |
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|
2019
Q3 | $233K | Sell |
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|
2019
Q2 | $284K | Sell |
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|
2019
Q1 | $281K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $25.5M | Buy |
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