Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $822K | Sell |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $771K | Buy |
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|
2024
Q4 | $633K | Buy |
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|
2024
Q3 | $546K | Buy |
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|
2024
Q2 | $420K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $262K | Sell |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $250K | Buy |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $226K | Hold |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $215K | Hold |
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|
2019
Q1 | $212K | Sell |
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|
2018
Q4 | $244K | Buy |
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