Spire Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $146K | Hold |
|
|||||
|
2025
Q2 | $135K | Sell |
|
|||||
|
2025
Q1 | $327K | Hold |
|
|||||
|
2024
Q4 | $331K | Buy |
|
|||||
|
2024
Q3 | $336K | Hold |
|
|||||
|
2024
Q2 | $316K | Buy |
|
|||||
|
2024
Q1 | $310K | Hold |
|
|||||
|
2023
Q4 | $286K | Sell |
|
|||||
|
2023
Q3 | $263K | Hold |
|
|||||
|
2023
Q2 | $273K | Sell |
|
|||||
|
2023
Q1 | $316K | Buy |
|
|||||
|
2022
Q4 | $175K | Buy |
|
|||||
|
2022
Q3 | $46K | Sell |
|
|||||
|
2022
Q2 | $165K | Sell |
|
|||||
|
2022
Q1 | $204K | Buy |
|
|||||
|
2021
Q4 | $179K | Sell |
|
|||||
|
2021
Q3 | $309K | Hold |
|
|||||
|
2021
Q2 | $313K | Sell |
|
|||||
|
2021
Q1 | $311K | Buy |
|