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 |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $57K | Sell |
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|
2018
Q4 | $53K | Hold |
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|
2018
Q3 | $62K | Hold |
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|
2018
Q2 | $59K | Sell |
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|
2018
Q1 | $194K | Buy |
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|
2017
Q4 | $60K | Buy |
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|
2017
Q3 | $47K | Hold |
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|
2017
Q2 | $45K | Hold |
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|
2017
Q1 | $43K | Hold |
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|
2016
Q4 | $41K | Hold |
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|
2016
Q3 | $41K | Hold |
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|
2016
Q2 | $39K | Hold |
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|
2016
Q1 | $38K | Hold |
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|
2015
Q4 | $38K | Buy |
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