Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
18,370
+4,470
| +32% | +$272K | 0.01% | 367 |
|
|
2025
Q1 | $771K | Buy |
13,900
+1,770
| +15% | +$98.1K | ﹤0.01% | 437 |
|
|
2024
Q4 | $633K | Buy |
12,130
+2,594
| +27% | +$135K | 0.01% | 454 |
|
|
2024
Q3 | $546K | Buy |
9,536
+1,639
| +21% | +$93.8K | 0.01% | 477 |
|
|
2024
Q2 | $420K | Buy |
+7,897
| New | +$420K | 0.01% | 462 |
|
|
2023
Q2 | – | Sell |
-5,062
| Closed | -$247K | – | 562 |
|
|
2023
Q1 | $247K | Hold |
5,062
| – | – | ﹤0.01% | 470 |
|
|
2022
Q4 | $230K | Sell |
5,062
-762
| -13% | -$34.7K | ﹤0.01% | 513 |
|
|
2022
Q3 | $233K | Buy |
5,824
+762
| +15% | +$30.5K | ﹤0.01% | 452 |
|
|
2022
Q2 | $228K | Buy |
5,062
+348
| +7% | +$15.7K | ﹤0.01% | 454 |
|
|
2022
Q1 | $246K | Hold |
4,714
| – | – | 0.01% | 384 |
|
|
2021
Q4 | $262K | Sell |
4,714
-1,885
| -29% | -$105K | 0.01% | 450 |
|
|
2021
Q3 | $366K | Buy |
6,599
+1,885
| +40% | +$105K | 0.01% | 418 |
|
|
2021
Q2 | $271K | Hold |
4,714
| – | – | 0.01% | 312 |
|
|
2021
Q1 | $260K | Hold |
4,714
| – | – | 0.01% | 599 |
|
|
2020
Q4 | $250K | Buy |
4,714
+122
| +3% | +$6.47K | 0.01% | 494 |
|
|
2020
Q3 | $211K | Buy |
+4,592
| New | +$211K | 0.01% | 293 |
|
|
2020
Q1 | – | Sell |
-4,592
| Closed | -$226K | – | 558 |
|
|
2019
Q4 | $226K | Hold |
4,592
| – | – | 0.02% | 188 |
|
|
2019
Q3 | $211K | Hold |
4,592
| – | – | 0.02% | 154 |
|
|
2019
Q2 | $215K | Hold |
4,592
| – | – | 0.02% | 91 |
|
|
2019
Q1 | $212K | Sell |
4,592
-1,222
| -21% | -$56.4K | 0.02% | 41 |
|
|
2018
Q4 | $244K | Buy |
+5,814
| New | +$244K | 0.02% | 60 |
|