LNWWM
Laird Norton Wetherby Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
+12,599
| New | +$1.62M | 0.07% | 252 |
|
|
2024
Q4 | $1.47M | Buy |
12,547
+59
| +0.5% | +$6.93K | 0.07% | 253 |
|
|
2024
Q3 | $1.49M | Hold |
12,488
| – | – | 0.07% | 275 |
|
|
2024
Q2 | $1.4M | Sell |
12,488
-1,272
| -9% | -$143K | 0.07% | 276 |
|
|
2024
Q1 | $1.52M | Buy |
13,760
+928
| +7% | +$102K | 0.07% | 270 |
|
|
2023
Q4 | $1.31M | Buy |
12,832
+4,111
| +47% | +$418K | 0.07% | 290 |
|
|
2023
Q3 | $806K | Sell |
8,721
-325
| -4% | -$30K | 0.05% | 384 |
|
|
2023
Q2 | $868K | Buy |
9,046
+55
| +0.6% | +$5.28K | 0.05% | 368 |
|
|
2023
Q1 | $820K | Hold |
8,991
| – | – | 0.05% | 380 |
|
|
2022
Q4 | $763K | Buy |
8,991
+37
| +0.4% | +$3.14K | 0.05% | 384 |
|
|
2022
Q3 | $697K | Sell |
8,954
-15
| -0.2% | -$1.17K | 0.05% | 378 |
|
|
2022
Q2 | $752K | Sell |
8,969
-218
| -2% | -$18.3K | 0.05% | 363 |
|
|
2022
Q1 | $917K | Sell |
9,187
-86
| -0.9% | -$8.58K | 0.05% | 334 |
|
|
2021
Q4 | $981K | Buy |
9,273
+162
| +2% | +$17.1K | 0.06% | 324 |
|
|
2021
Q3 | $910K | Hold |
9,111
| – | – | 0.06% | 322 |
|
|
2021
Q2 | $922K | Buy |
9,111
+845
| +10% | +$85.5K | 0.06% | 325 |
|
|
2021
Q1 | $787K | Sell |
8,266
-741
| -8% | -$70.6K | 0.06% | 317 |
|
|
2020
Q4 | $817K | Sell |
9,007
-95
| -1% | -$8.62K | 0.06% | 321 |
|
|
2020
Q3 | $727K | Sell |
9,102
-2,976
| -25% | -$238K | 0.06% | 287 |
|
|
2020
Q2 | $890K | Buy |
12,078
+9
| +0.1% | +$663 | 0.08% | 233 |
|
|
2020
Q1 | $755K | Buy |
12,069
+5,894
| +95% | +$369K | 0.08% | 231 |
|
|
2019
Q4 | $489K | Buy |
6,175
+17
| +0.3% | +$1.35K | 0.05% | 416 |
|
|
2019
Q3 | $454K | Buy |
6,158
+3,176
| +107% | +$234K | 0.05% | 431 |
|
|
2019
Q2 | $220K | Buy |
+2,982
| New | +$220K | 0.02% | 621 |
|
|
2018
Q1 | – | Sell |
-257
| Closed | -$19K | – | 642 |
|
|
2017
Q4 | $19K | Hold |
257
| – | – | ﹤0.01% | 652 |
|
|
2017
Q3 | $18K | Buy |
+257
| New | +$18K | ﹤0.01% | 627 |
|