SPWG
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Sage Private Wealth Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,545
Closed -$243K 87
2024
Q1
$243K Sell
4,545
-6,911
-60% -$369K 0.19% 73
2023
Q4
$585K Buy
+11,456
New +$585K 0.52% 20