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 $426,014. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,951
Previous 7,951 -0.0%
Holding current value
$426,014
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

About ISHARES MSCI ACWI EX US ETF


  • Ticker ACWX
  • Sector ETFs
  • Industry ETFs
More about ACWX
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