Sequoia Financial Advisors, LLC Ishares Msci Acwi Ex Us ETF Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Msci Acwi Ex Us ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 229,818 shares of ACWX stock, worth $12.8 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

229,818

Previous 224,448 2.39%

Holding current value

$12.8 Million

Previous $12.8 Million 6.66%

% of portfolio

0.1%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$52.1 - $57.26 $279,777 - $307,486	5,370 Added 2.39%	229,818 $12 Million
Q3 2024 Oct 21, 2024	SELL	$50.99 - $57.81 $235,981 - $267,544	-4,628 Reduced 2.02%	224,448 $12.8 Million
Q2 2024 Jul 15, 2024	SELL	$51.16 - $55.11 $127,439 - $137,279	-2,491 Reduced 1.08%	229,076 $12.2 Million
Q1 2024 Apr 30, 2024	SELL	$48.96 - $53.42 $627,716 - $684,897	-12,821 Reduced 5.25%	231,567 $12.4 Million
Q4 2023 Jan 25, 2024	SELL	$44.98 - $51.04 $537,331 - $609,723	-11,946 Reduced 4.66%	244,388 $12.5 Million
Q3 2023 Nov 08, 2023	SELL	$46.8 - $51.15 $843,336 - $921,723	-18,020 Reduced 6.57%	256,334 $12.1 Million
Q2 2023 Aug 08, 2023	BUY	$47.82 - $50.2 $13.1 Million - $13.8 Million	274,354 New	274,354 $13.5 Million

Others Institutions Holding ACWX

# of Institutions

535

Shares Held

68.2M

Call Options Held

Put Options Held

View Full List

About ISHARES MSCI ACWI EX US ETF

Ticker ACWX
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Ishares Msci Acwi Ex Us ETF Transaction History