Wealth Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,666
| Closed | -$795K | – | 452 |
|
|
2022
Q2 | $795K | Buy |
17,666
+7,634
| +76% | +$344K | 0.15% | 152 |
|
|
2022
Q1 | $524K | Buy |
+10,032
| New | +$524K | 0.11% | 205 |
|
|
2021
Q4 | – | Sell |
-5,857
| Closed | -$324K | – | 448 |
|
|
2021
Q3 | $324K | Buy |
+5,857
| New | +$324K | 0.07% | 300 |
|
|
2020
Q2 | – | Sell |
-8,359
| Closed | -$315K | – | 304 |
|
|
2020
Q1 | $315K | Buy |
+8,359
| New | +$315K | 0.17% | 151 |
|