Laird Norton Wetherby Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.74M	Hold	12,599	–	–	0.07%	251
2025 Q2	$1.62M	Buy	+12,599	New	+$1.51M	0.07%	252
2024 Q4	$1.47M	Buy	12,547 +59	+0.5%	+$7.08K	0.07%	253
2024 Q3	$1.49M	Hold	12,488	–	–	0.07%	275
2024 Q2	$1.4M	Sell	12,488 -1,272	-9%	-$140K	0.07%	277
2024 Q1	$1.52M	Buy	13,760 +928	+7%	+$97.4K	0.07%	270
2023 Q4	$1.31M	Buy	12,832 +4,111	+47%	+$393K	0.07%	290
2023 Q3	$806K	Sell	8,721 -325	-4%	-$31.2K	0.05%	384
2023 Q2	$868K	Buy	9,046 +55	+0.6%	+$5.1K	0.05%	368
2023 Q1	$820K	Hold	8,991	–	–	0.05%	381
2022 Q4	$763K	Buy	8,991 +37	+0.4%	+$3.11K	0.05%	384
2022 Q3	$697K	Sell	8,954 -15	-0.2%	-$1.3K	0.05%	378
2022 Q2	$752K	Sell	8,969 -218	-2%	-$19.8K	0.05%	363
2022 Q1	$917K	Sell	9,187 -86	-0.9%	-$8.57K	0.05%	334
2021 Q4	$981K	Buy	9,273 +162	+2%	+$16.9K	0.06%	327
2021 Q3	$910K	Hold	9,111	–	–	0.06%	324
2021 Q2	$922K	Buy	9,111 +845	+10%	+$84.2K	0.06%	326
2021 Q1	$787K	Sell	8,266 -741	-8%	-$69.6K	0.06%	317
2020 Q4	$817K	Sell	9,007 -95	-1%	-$8.12K	0.06%	323
2020 Q3	$727K	Sell	9,102 -2,976	-25%	-$236K	0.06%	288
2020 Q2	$890K	Buy	12,078 +9	+0.1%	+$628	0.08%	233
2020 Q1	$755K	Buy	12,069 +5,894	+95%	+$437K	0.08%	232
2019 Q4	$489K	Buy	6,175 +17	+0.3%	+$1.3K	0.05%	417
2019 Q3	$454K	Buy	6,158 +3,176	+107%	+$233K	0.05%	432
2019 Q2	$220K	Buy	+2,982	New	+$217K	0.02%	622
2018 Q1	–	Sell	-257	Closed	-$19K	–	642
2017 Q4	$19K	Hold	257	–	–	﹤0.01%	652
2017 Q3	$18K	Buy	+257	New	+$17.3K	﹤0.01%	627

Other funds holding ACWI