Wealthspire Advisors (Maryland)’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
2020 Q3	$7.77M	Buy	+97,200	New	+$7.7M	0.27%	49
2019 Q2	–	Sell	-795	Closed	-$57K	–	478
2019 Q1	$57K	Sell	795 -37	-4%	-$2.57K	﹤0.01%	845
2018 Q4	$53K	Hold	832	–	–	﹤0.01%	834
2018 Q3	$62K	Hold	832	–	–	0.01%	887
2018 Q2	$59K	Sell	832 -1,872	-69%	-$136K	0.01%	906
2018 Q1	$194K	Buy	2,704 +1,872	+225%	+$138K	0.02%	479
2017 Q4	$60K	Buy	832 +146	+21%	+$10.3K	0.01%	925
2017 Q3	$47K	Hold	686	–	–	0.01%	1005
2017 Q2	$45K	Hold	686	–	–	0.01%	989
2017 Q1	$43K	Hold	686	–	–	0.01%	838
2016 Q4	$41K	Hold	686	–	–	0.01%	824
2016 Q3	$41K	Hold	686	–	–	0.01%	829
2016 Q2	$39K	Hold	686	–	–	0.01%	802
2016 Q1	$38K	Hold	686	–	–	0.01%	773
2015 Q4	$38K	Buy	+686	New	+$39.2K	0.01%	787