Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $312K | Hold |
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|
2025
Q2 | $290K | Sell |
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|
2025
Q1 | $7.6M | Hold |
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|
2024
Q4 | $7.68M | Buy |
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|
2024
Q3 | $7.78M | Buy |
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|
2024
Q2 | $7.31M | Buy |
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|
2024
Q1 | $7.16M | Sell |
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|
2023
Q4 | $6.62M | Buy |
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|
2023
Q3 | $6.01M | Buy |
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|
2023
Q2 | $6.24M | Buy |
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|
2023
Q1 | $5.93M | Sell |
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|
2022
Q4 | $5.62M | Buy |
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|
2022
Q3 | $5.05M | Hold |
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|
2022
Q2 | $5.44M | Sell |
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|
2022
Q1 | $7.1M | Sell |
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|
2021
Q4 | $7.54M | Hold |
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|
2021
Q3 | $7.12M | Sell |
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|
2021
Q2 | $7.22M | Sell |
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|
2021
Q1 | $9.15M | Sell |
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|
2020
Q4 | $8.82M | Buy |
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|
2020
Q3 | $7.64M | Buy |
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|
2020
Q2 | $813K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $8K | Buy |
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