Wealthspire Advisors (Maryland)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$217K	Buy	+4,714	New	+$217K	0.01%	429
2019 Q2	–	Sell	-122	Closed	-$6K	–	479
2019 Q1	$6K	Hold	122	–	–	﹤0.01%	1721
2018 Q4	$5K	Hold	122	–	–	﹤0.01%	1707
2018 Q3	$6K	Hold	122	–	–	﹤0.01%	1707
2018 Q2	$6K	Hold	122	–	–	﹤0.01%	1696
2018 Q1	$6K	Sell	122 -4,147	-97%	-$211K	﹤0.01%	1718
2017 Q4	$213K	Buy	4,269 +4,147	+3,399%	+$204K	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