Wealth Enhancement Advisory Services’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
$6.14M Sell
100,209
-1,886
-2% -$116K 0.01% 821
2025
Q1
$5.66M Sell
102,095
-18,764
-16% -$1.04M 0.01% 784
2024
Q4
$6.3M Buy
120,859
+14,414
+14% +$752K 0.01% 717
2024
Q3
$6.09M Buy
106,445
+4,559
+4% +$261K 0.01% 671
2024
Q2
$5.41M Buy
101,886
+2,304
+2% +$122K 0.01% 663
2024
Q1
$5.32M Buy
99,582
+28,417
+40% +$1.52M 0.01% 643
2023
Q4
$3.63M Buy
71,165
+16,931
+31% +$864K 0.01% 697
2023
Q3
$2.55M Buy
+54,234
New +$2.55M 0.01% 778