WANY
Wealthspire Advisors (New York)’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
2,257
-63,064
| -97% | -$8.11M | ﹤0.01% | 679 |
|
|
2025
Q1 | $7.6M | Hold |
65,321
| – | – | 0.05% | 135 |
|
|
2024
Q4 | $7.68M | Buy |
65,321
+222
| +0.3% | +$26.1K | 0.08% | 123 |
|
|
2024
Q3 | $7.78M | Buy |
65,099
+93
| +0.1% | +$11.1K | 0.08% | 121 |
|
|
2024
Q2 | $7.31M | Buy |
65,006
+6
| +0% | +$674 | 0.09% | 95 |
|
|
2024
Q1 | $7.16M | Sell |
65,000
-42
| -0.1% | -$4.63K | 0.1% | 96 |
|
|
2023
Q4 | $6.62M | Buy |
65,042
+1
| +0% | +$102 | 0.09% | 98 |
|
|
2023
Q3 | $6.01M | Buy |
65,041
+42
| +0.1% | +$3.88K | 0.1% | 97 |
|
|
2023
Q2 | $6.24M | Buy |
64,999
+1
| +0% | +$96 | 0.1% | 88 |
|
|
2023
Q1 | $5.93M | Sell |
64,998
-1,266
| -2% | -$115K | 0.1% | 89 |
|
|
2022
Q4 | $5.62M | Buy |
66,264
+1,422
| +2% | +$121K | 0.1% | 89 |
|
|
2022
Q3 | $5.05M | Hold |
64,842
| – | – | 0.11% | 91 |
|
|
2022
Q2 | $5.44M | Sell |
64,842
-6,354
| -9% | -$533K | 0.11% | 81 |
|
|
2022
Q1 | $7.1M | Sell |
71,196
-49
| -0.1% | -$4.89K | 0.16% | 59 |
|
|
2021
Q4 | $7.54M | Hold |
71,245
| – | – | 0.17% | 59 |
|
|
2021
Q3 | $7.12M | Sell |
71,245
-75
| -0.1% | -$7.49K | 0.15% | 73 |
|
|
2021
Q2 | $7.22M | Sell |
71,320
-24,870
| -26% | -$2.52M | 0.19% | 57 |
|
|
2021
Q1 | $9.15M | Sell |
96,190
-1,061
| -1% | -$101K | 0.22% | 58 |
|
|
2020
Q4 | $8.82M | Buy |
97,251
+1,633
| +2% | +$148K | 0.26% | 54 |
|
|
2020
Q3 | $7.64M | Buy |
95,618
+84,587
| +767% | +$6.76M | 0.45% | 30 |
|
|
2020
Q2 | $813K | Buy |
+11,031
| New | +$813K | 0.06% | 115 |
|
|
2019
Q1 | – | Sell |
-127
| Closed | -$8K | – | 55 |
|
|
2018
Q4 | $8K | Buy |
+127
| New | +$8K | ﹤0.01% | 543 |
|