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 |
|