LNWWM
Laird Norton Wetherby Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Buy |
+73,696
| New | +$4.49M | 0.2% | 87 |
|
|
2024
Q4 | $3.93M | Buy |
75,337
+59
| +0.1% | +$3.08K | 0.19% | 92 |
|
|
2024
Q3 | $4.31M | Hold |
75,278
| – | – | 0.2% | 88 |
|
|
2024
Q2 | $4M | Buy |
75,278
+59
| +0.1% | +$3.14K | 0.19% | 87 |
|
|
2024
Q1 | $4.02M | Hold |
75,219
| – | – | 0.19% | 95 |
|
|
2023
Q4 | $3.84M | Buy |
75,219
+55
| +0.1% | +$2.81K | 0.2% | 91 |
|
|
2023
Q3 | $3.53M | Sell |
75,164
-310
| -0.4% | -$14.6K | 0.2% | 90 |
|
|
2023
Q2 | $3.71M | Buy |
75,474
+62
| +0.1% | +$3.05K | 0.2% | 90 |
|
|
2023
Q1 | $3.68M | Sell |
75,412
-700
| -0.9% | -$34.1K | 0.22% | 88 |
|
|
2022
Q4 | $3.46M | Sell |
76,112
-1,349
| -2% | -$61.4K | 0.22% | 91 |
|
|
2022
Q3 | $3.1M | Sell |
77,461
-50
| -0.1% | -$2K | 0.22% | 85 |
|
|
2022
Q2 | $3.49M | Sell |
77,511
-91
| -0.1% | -$4.1K | 0.24% | 78 |
|
|
2022
Q1 | $4.06M | Sell |
77,602
-139
| -0.2% | -$7.27K | 0.23% | 79 |
|
|
2021
Q4 | $4.32M | Buy |
77,741
+67
| +0.1% | +$3.73K | 0.24% | 75 |
|
|
2021
Q3 | $4.3M | Hold |
77,674
| – | – | 0.27% | 65 |
|
|
2021
Q2 | $4.47M | Buy |
77,674
+891
| +1% | +$51.2K | 0.27% | 65 |
|
|
2021
Q1 | $4.24M | Sell |
76,783
-2,217
| -3% | -$122K | 0.32% | 57 |
|
|
2020
Q4 | $4.19M | Buy |
79,000
+885
| +1% | +$46.9K | 0.28% | 64 |
|
|
2020
Q3 | $3.59M | Sell |
78,115
-300
| -0.4% | -$13.8K | 0.32% | 62 |
|
|
2020
Q2 | $3.39M | Sell |
78,415
-11,577
| -13% | -$501K | 0.32% | 63 |
|
|
2020
Q1 | $3.39M | Buy |
89,992
+58
| +0.1% | +$2.18K | 0.38% | 50 |
|
|
2019
Q4 | $4.42M | Sell |
89,934
-1,227
| -1% | -$60.3K | 0.44% | 44 |
|
|
2019
Q3 | $4.2M | Hold |
91,161
| – | – | 0.44% | 45 |
|
|
2019
Q2 | $4.26M | Sell |
91,161
-949
| -1% | -$44.4K | 0.47% | 39 |
|
|
2019
Q1 | $4.26M | Sell |
92,110
-24,205
| -21% | -$1.12M | 0.53% | 37 |
|
|
2018
Q4 | $4.88M | Buy |
116,315
+25,094
| +28% | +$1.05M | 0.69% | 23 |
|
|
2018
Q3 | $4.35M | Buy |
91,221
+4,900
| +6% | +$234K | 0.54% | 32 |
|
|
2018
Q2 | $4.08M | Buy |
86,321
+98
| +0.1% | +$4.63K | 0.55% | 32 |
|
|
2018
Q1 | $4.28M | Buy |
86,223
+190
| +0.2% | +$9.44K | 0.59% | 29 |
|
|
2017
Q4 | $4.3M | Buy |
86,033
+228
| +0.3% | +$11.4K | 0.6% | 30 |
|
|
2017
Q3 | $4.15M | Buy |
+85,805
| New | +$4.15M | 0.62% | 27 |
|