Spire Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Sell |
1,053
-1,761
| -63% | -$226K | ﹤0.01% | 870 |
|
|
2025
Q1 | $327K | Hold |
2,814
| – | – | 0.01% | 691 |
|
|
2024
Q4 | $331K | Buy |
2,814
+1
| +0% | +$117 | 0.01% | 676 |
|
|
2024
Q3 | $336K | Hold |
2,813
| – | – | 0.01% | 613 |
|
|
2024
Q2 | $316K | Buy |
2,813
+1
| +0% | +$112 | 0.01% | 599 |
|
|
2024
Q1 | $310K | Hold |
2,812
| – | – | 0.01% | 656 |
|
|
2023
Q4 | $286K | Sell |
2,812
-31
| -1% | -$3.15K | 0.01% | 667 |
|
|
2023
Q3 | $263K | Hold |
2,843
| – | – | 0.01% | 628 |
|
|
2023
Q2 | $273K | Sell |
2,843
-623
| -18% | -$59.8K | 0.01% | 630 |
|
|
2023
Q1 | $316K | Buy |
3,466
+1,400
| +68% | +$128K | 0.01% | 604 |
|
|
2022
Q4 | $175K | Buy |
2,066
+1,471
| +247% | +$125K | 0.01% | 587 |
|
|
2022
Q3 | $46K | Sell |
595
-1,377
| -70% | -$106K | ﹤0.01% | 976 |
|
|
2022
Q2 | $165K | Sell |
1,972
-72
| -4% | -$6.02K | 0.01% | 831 |
|
|
2022
Q1 | $204K | Buy |
2,044
+349
| +21% | +$34.8K | 0.01% | 890 |
|
|
2021
Q4 | $179K | Sell |
1,695
-1,396
| -45% | -$147K | ﹤0.01% | 1140 |
|
|
2021
Q3 | $309K | Hold |
3,091
| – | – | 0.01% | 743 |
|
|
2021
Q2 | $313K | Sell |
3,091
-175
| -5% | -$17.7K | 0.01% | 758 |
|
|
2021
Q1 | $311K | Buy |
+3,266
| New | +$311K | 0.01% | 844 |
|