RWM
RKL Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,544
| Closed | -$460K | – | 178 |
|
|
2025
Q1 | $460K | Sell |
15,544
-2,557
| -14% | -$75.6K | 0.04% | 125 |
|
|
2024
Q4 | $506K | Sell |
18,101
-8,149
| -31% | -$228K | 0.05% | 122 |
|
|
2024
Q3 | $799K | Sell |
26,250
-8,899
| -25% | -$271K | 0.07% | 91 |
|
|
2024
Q2 | $995K | Buy |
35,149
+125
| +0.4% | +$3.54K | 0.1% | 83 |
|
|
2024
Q1 | $995K | Sell |
35,024
-5,630
| -14% | -$160K | 0.1% | 82 |
|
|
2023
Q4 | $1.1M | Sell |
40,654
-1,125
| -3% | -$30.4K | 0.12% | 80 |
|
|
2023
Q3 | $1.04M | Sell |
41,779
-3,201
| -7% | -$79.7K | 0.13% | 75 |
|
|
2023
Q2 | $1.18M | Sell |
44,980
-329
| -0.7% | -$8.6K | 0.14% | 72 |
|
|
2023
Q1 | $1.17M | Sell |
45,309
-1,263
| -3% | -$32.5K | 0.15% | 71 |
|
|
2022
Q4 | $1.12M | Sell |
46,572
-4,159
| -8% | -$100K | 0.15% | 73 |
|
|
2022
Q3 | $1.08M | Sell |
50,731
-927
| -2% | -$19.7K | 0.16% | 71 |
|
|
2022
Q2 | $1.23M | Sell |
51,658
-439
| -0.8% | -$10.4K | 0.17% | 71 |
|
|
2022
Q1 | $1.43M | Sell |
52,097
-1,979
| -4% | -$54.5K | 0.17% | 70 |
|
|
2021
Q4 | $1.59M | Buy |
54,076
+2,111
| +4% | +$61.9K | 0.19% | 64 |
|
|
2021
Q3 | $1.51M | Sell |
51,965
-1,024
| -2% | -$29.7K | 0.19% | 63 |
|
|
2021
Q2 | $1.6M | Sell |
52,989
-1,865
| -3% | -$56.3K | 0.2% | 61 |
|
|
2021
Q1 | $1.59M | Sell |
54,854
-1,501
| -3% | -$43.4K | 0.21% | 60 |
|
|
2020
Q4 | $1.56M | Sell |
56,355
-305
| -0.5% | -$8.43K | 0.22% | 60 |
|
|
2020
Q3 | $1.36M | Sell |
56,660
-1,867
| -3% | -$44.9K | 0.22% | 61 |
|
|
2020
Q2 | $1.33M | Buy |
58,527
+3,769
| +7% | +$85.4K | 0.23% | 60 |
|
|
2020
Q1 | $1.08M | Buy |
54,758
+2,545
| +5% | +$50.2K | 0.23% | 59 |
|
|
2019
Q4 | $1.35M | Buy |
52,213
+3,681
| +8% | +$94.9K | 0.24% | 67 |
|
|
2019
Q3 | $1.17M | Buy |
48,532
+10,993
| +29% | +$265K | 0.22% | 70 |
|
|
2019
Q2 | $1.38M | Buy |
37,539
+1,917
| +5% | +$70.5K | 0.25% | 63 |
|
|
2019
Q1 | $1.3M | Buy |
35,622
+12,866
| +57% | +$468K | 0.25% | 65 |
|
|
2018
Q4 | $746K | Buy |
22,756
+5,273
| +30% | +$173K | 0.17% | 82 |
|
|
2018
Q3 | $650K | Buy |
17,483
+4,170
| +31% | +$155K | 0.14% | 89 |
|
|
2018
Q2 | $494K | Buy |
+13,313
| New | +$494K | 0.11% | 101 |
|