A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Msci Acwi Ex Us ETF stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 8,470 shares of ACWX stock, worth $524,801. This represents 0.46% of its overall portfolio holdings.

Number of Shares
8,470
Previous 8,672 2.33%
Holding current value
$524,801
Previous $481 Million 7.34%
% of portfolio
0.46%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

SELL
$49.48 - $61.22 $9,994 - $12,366
-202 Reduced 2.33%
8,470 $516 Million
Q1 2025

Apr 22, 2025

BUY
$51.39 - $57.43 $2,518 - $2,814
49 Added 0.57%
8,672 $481 Million
Q4 2024

Jan 31, 2025

BUY
$52.1 - $57.26 $449,258 - $493,752
8,623 New
8,623 $450 Million

Others Institutions Holding ACWX

About ISHARES MSCI ACWI EX US ETF


  • Ticker ACWX
  • Sector ETFs
  • Industry ETFs
More about ACWX
Track This Portfolio

Track Joel Adams & Associates, Inc. Portfolio

Follow Joel Adams & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Adams & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Joel Adams & Associates, Inc. with notifications on news.