LNWWM
Laird Norton Wetherby Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
+7,979
| New | +$261K | 0.01% | 784 |
|
|
2024
Q4 | $205K | Hold |
7,354
| – | – | 0.01% | 829 |
|
|
2024
Q3 | $224K | Sell |
7,354
-3,500
| -32% | -$107K | 0.01% | 828 |
|
|
2024
Q2 | $307K | Buy |
10,854
+50
| +0.5% | +$1.42K | 0.01% | 700 |
|
|
2024
Q1 | $307K | Buy |
10,804
+520
| +5% | +$14.8K | 0.01% | 734 |
|
|
2023
Q4 | $278K | Buy |
+10,284
| New | +$278K | 0.01% | 741 |
|