Phillips Financial Management, LLC Ishares Msci Acwi Ex Us ETF Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Msci Acwi Ex Us ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 7,951 shares of ACWX stock, worth $418,143. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,951
Previous 7,951 -0.0%
Holding current value
$418,143
Previous $422,000 7.58%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 25, 2024
SELL
$44.98 - $51.04 $12,459 - $14,138
-277 Reduced 3.37%
7,951 $405,000
Q3 2022

Nov 08, 2022
BUY
$39.97 - $47.36 $328,873 - $389,678
8,228 New
8,228 $329,000
Q2 2022

Jul 22, 2022
SELL
$44.36 - $53.2 $364,994 - $437,729
-8,228 Closed
0 $0
Q1 2022

May 06, 2022
BUY
$48.26 - $56.7 $397,083 - $466,527
8,228 New
8,228 $430,000

Others Institutions Holding ACWX

# of Institutions
493
Shares Held
61.1M
Call Options Held
0
Put Options Held
5.4K
View Full List

About ISHARES MSCI ACWI EX US ETF

ACWX Quotes by TradingView
  • Ticker ACWX
  • Sector ETFs
  • Industry ETFs
More about ACWX
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC 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 Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email