WEALTHSPIRE ADVISORS, LLC – iShares MSCI ACWI ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$5.04M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-7.22%
quarter
iShares MSCI ACWI ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -393K | $77.83 | 64.84K | |
| Q2 2022 | share | Decrease | -8.92% | -6.35K shares | -1.66M | $83.89 | 64.84K |
| Q1 2022 | share | Decrease | -0.07% | -49 shares | -432K | $99.78 | 71.19K |
| Q4 2021 | share | 0.00% | 0 shares | 417K | $105.95 | 71.24K | |
| Q3 2021 | share | Decrease | -0.11% | -75 shares | -98K | $99.92 | 71.24K |
| Q2 2021 | share | Decrease | -25.86% | -24.87K shares | -1.93M | $101.19 | 71.32K |
| Q1 2021 | share | Decrease | -1.09% | -1.06K shares | 329K | $94.47 | 96.19K |
| Q4 2020 | share | Increase | 0.00% | 97.25K shares | 8.82M | $90.07 | 97.25K |
| Q3 2020 | share | Increase | +766.81% | 84.58K shares | 6.82M | $78.74 | 95.61K |
| Q2 2020 | share | Increase | 0.00% | 11.03K shares | 813K | $72.63 | 11.03K |
| Q4 2018 | share | Increase | 0.00% | 127 shares | 8K | $61.17 | 127 |