IAG Wealth Partners’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.87M | Sell |
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|
2025
Q1 | $9.34M | Sell |
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|
2024
Q4 | $9.31M | Sell |
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|
2024
Q3 | $10.4M | Sell |
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|
2024
Q2 | $9.8M | Sell |
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|
2024
Q1 | $9.93M | Sell |
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|
2023
Q4 | $9.57M | Buy |
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|
2023
Q3 | $8.15M | Buy |
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|
2023
Q2 | $8.46M | Buy |
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|
2023
Q1 | $8.26M | Buy |
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|
2022
Q4 | $7.16M | Buy |
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|
2022
Q3 | $5.07M | Buy |
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|
2022
Q2 | $4.71M | Buy |
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|
2022
Q1 | $2.6M | Buy |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $562K | Buy |
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|
2021
Q1 | $222K | Buy |
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