Wealthspire Advisors (Maryland)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $217K | Buy |
+4,714
| New | +$217K | 0.01% | 428 |
|
|
2019
Q2 | – | Sell |
-122
| Closed | -$6K | – | 478 |
|
|
2019
Q1 | $6K | Hold |
122
| – | – | ﹤0.01% | 1721 |
|
|
2018
Q4 | $5K | Hold |
122
| – | – | ﹤0.01% | 1706 |
|
|
2018
Q3 | $6K | Hold |
122
| – | – | ﹤0.01% | 1705 |
|
|
2018
Q2 | $6K | Hold |
122
| – | – | ﹤0.01% | 1694 |
|
|
2018
Q1 | $6K | Sell |
122
-4,147
| -97% | -$204K | ﹤0.01% | 1718 |
|
|
2017
Q4 | $213K | Buy |
4,269
+4,147
| +3,399% | +$207K | 0.02% | 458 |
|
|
2017
Q3 | $6K | Hold |
122
| – | – | ﹤0.01% | 1717 |
|
|
2017
Q2 | $6K | Hold |
122
| – | – | ﹤0.01% | 1693 |
|
|
2017
Q1 | $5K | Hold |
122
| – | – | ﹤0.01% | 1507 |
|
|
2016
Q4 | $5K | Hold |
122
| – | – | ﹤0.01% | 1369 |
|
|
2016
Q3 | $5K | Hold |
122
| – | – | ﹤0.01% | 1376 |
|
|
2016
Q2 | $5K | Hold |
122
| – | – | ﹤0.01% | 1327 |
|
|
2016
Q1 | $5K | Hold |
122
| – | – | ﹤0.01% | 1325 |
|
|
2015
Q4 | $5K | Buy |
+122
| New | +$5K | ﹤0.01% | 1335 |
|