SAG
SageView Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Buy |
8,883
+122
| +1% | +$7.48K | 0.02% | 355 |
|
|
2025
Q1 | $486K | Sell |
8,761
-3,827
| -30% | -$212K | 0.02% | 352 |
|
|
2024
Q4 | $657K | Buy |
12,588
+180
| +1% | +$9.39K | 0.03% | 294 |
|
|
2024
Q3 | $710K | Hold |
12,408
| – | – | 0.04% | 243 |
|
|
2024
Q2 | $659K | Buy |
+12,408
| New | +$659K | 0.03% | 291 |
|
|
2024
Q1 | – | Sell |
-11,138
| Closed | -$562K | – | 521 |
|
|
2023
Q4 | $562K | Buy |
11,138
+153
| +1% | +$7.72K | 0.02% | 368 |
|
|
2023
Q3 | $516K | Sell |
10,985
-141
| -1% | -$6.63K | 0.03% | 323 |
|
|
2023
Q2 | $548K | Buy |
11,126
+315
| +3% | +$15.5K | 0.03% | 334 |
|
|
2023
Q1 | $527K | Sell |
10,811
-10,919
| -50% | -$533K | 0.03% | 299 |
|
|
2022
Q4 | $989K | Buy |
+21,730
| New | +$989K | 0.08% | 153 |
|