TIA
Tiemann Investment Advisors’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 | $3.62M | Sell |
110,878
-2,340
| -2% | -$76.4K | 1.48% | 13 |
|
|
2025
Q1 | $3.35M | Sell |
113,218
-1,072
| -0.9% | -$31.7K | 1.52% | 12 |
|
|
2024
Q4 | $3.19M | Sell |
114,290
-14,435
| -11% | -$403K | 1.42% | 15 |
|
|
2024
Q3 | $3.92M | Buy |
128,725
+575
| +0.4% | +$17.5K | 1.69% | 11 |
|
|
2024
Q2 | $3.63M | Sell |
128,150
-655
| -0.5% | -$18.5K | 1.61% | 13 |
|
|
2024
Q1 | $3.66M | Sell |
128,805
-745
| -0.6% | -$21.2K | 1.64% | 12 |
|
|
2023
Q4 | $3.5M | Sell |
129,550
-2,947
| -2% | -$79.7K | 1.7% | 10 |
|
|
2023
Q3 | $3.3M | Buy |
132,497
+1,100
| +0.8% | +$27.4K | 1.76% | 8 |
|
|
2023
Q2 | $3.43M | Sell |
131,397
-1,115
| -0.8% | -$29.1K | 1.75% | 9 |
|
|
2023
Q1 | $3.41M | Buy |
132,512
+1,785
| +1% | +$45.9K | 1.86% | 8 |
|
|
2022
Q4 | $3.15M | Buy |
130,727
+17,830
| +16% | +$429K | 1.84% | 8 |
|
|
2022
Q3 | $2.4M | Sell |
112,897
-640
| -0.6% | -$13.6K | 1.55% | 8 |
|
|
2022
Q2 | $2.7M | Sell |
113,537
-1,292
| -1% | -$30.7K | 1.44% | 11 |
|
|
2022
Q1 | $3.16M | Sell |
114,829
-3,040
| -3% | -$83.7K | 1.46% | 12 |
|
|
2021
Q4 | $3.46M | Sell |
117,869
-120
| -0.1% | -$3.52K | 1.46% | 10 |
|
|
2021
Q3 | $3.42M | Sell |
117,989
-3,019
| -2% | -$87.5K | 1.62% | 8 |
|
|
2021
Q2 | $3.65M | Sell |
121,008
-1,556
| -1% | -$47K | 1.71% | 8 |
|
|
2021
Q1 | $3.54M | Sell |
122,564
-2,805
| -2% | -$81.1K | 1.77% | 8 |
|
|
2020
Q4 | $3.47M | Sell |
125,369
-1,295
| -1% | -$35.8K | 1.84% | 8 |
|
|
2020
Q3 | $3.05M | Sell |
126,664
-817
| -0.6% | -$19.6K | 1.89% | 7 |
|
|
2020
Q2 | $2.89M | Buy |
127,481
+15,216
| +14% | +$345K | 1.97% | 6 |
|
|
2020
Q1 | $2.21M | Buy |
112,265
+5,228
| +5% | +$103K | 1.92% | 8 |
|
|
2019
Q4 | $2.76M | Buy |
107,037
+1,650
| +2% | +$42.5K | 1.88% | 7 |
|
|
2019
Q3 | $2.53M | Buy |
105,387
+37,701
| +56% | +$907K | 1.84% | 6 |
|
|
2019
Q2 | $2.48M | Buy |
67,686
+10
| +0% | +$367 | 1.8% | 7 |
|
|
2019
Q1 | $2.45M | Buy |
67,676
+4,186
| +7% | +$152K | 1.87% | 7 |
|
|
2018
Q4 | $2.08M | Buy |
63,490
+6,108
| +11% | +$200K | 1.86% | 7 |
|
|
2018
Q3 | $2.14M | Buy |
57,382
+277
| +0.5% | +$10.4K | 1.63% | 8 |
|
|
2018
Q2 | $2.11M | Buy |
57,105
+435
| +0.8% | +$16.1K | 1.69% | 8 |
|
|
2018
Q1 | $2.2M | Sell |
56,670
-40
| -0.1% | -$1.55K | 1.77% | 7 |
|
|
2017
Q4 | $2.21M | Sell |
56,710
-765
| -1% | -$29.8K | 1.76% | 7 |
|
|
2017
Q3 | $2.17M | Sell |
57,475
-490
| -0.8% | -$18.5K | 1.84% | 7 |
|
|
2017
Q2 | $2.07M | Sell |
57,965
-1,100
| -2% | -$39.2K | 1.85% | 8 |
|
|
2017
Q1 | $2.02M | Buy |
59,065
+460
| +0.8% | +$15.7K | 1.87% | 7 |
|
|
2016
Q4 | $1.85M | Buy |
58,605
+9,360
| +19% | +$295K | 1.8% | 10 |
|
|
2016
Q3 | $1.6M | Buy |
49,245
+3,565
| +8% | +$116K | 1.46% | 12 |
|
|
2016
Q2 | $1.39M | Buy |
45,680
+3,805
| +9% | +$116K | 1.3% | 18 |
|
|
2016
Q1 | $1.29M | Buy |
41,875
+932
| +2% | +$28.7K | 1.28% | 20 |
|
|
2015
Q4 | $1.26M | Buy |
40,943
+8,068
| +25% | +$248K | 1.28% | 19 |
|
|
2015
Q3 | $999K | Buy |
32,875
+6,675
| +25% | +$203K | 1.09% | 21 |
|
|
2015
Q2 | $902K | Buy |
26,200
+8,500
| +48% | +$293K | 0.92% | 26 |
|
|
2015
Q1 | $613K | Buy |
17,700
+530
| +3% | +$18.4K | 0.64% | 53 |
|
|
2014
Q4 | $575K | Buy |
17,170
+3,730
| +28% | +$125K | 0.62% | 54 |
|
|
2014
Q3 | $471K | Buy |
13,440
+40
| +0.3% | +$1.4K | 0.52% | 64 |
|
|
2014
Q2 | $497K | Sell |
13,400
-2,500
| -16% | -$92.7K | 0.55% | 60 |
|
|
2014
Q1 | $569K | Buy |
15,900
+150
| +1% | +$5.37K | 0.64% | 50 |
|
|
2013
Q4 | $561K | Buy |
+15,750
| New | +$561K | 0.66% | 50 |
|