LF
Lee Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Buy |
41,810
+742
| +2% | +$95.4K | 0.77% | 19 |
|
|
2025
Q1 | $4.78M | Buy |
41,068
+584
| +1% | +$68K | 0.73% | 18 |
|
|
2024
Q4 | $4.76M | Sell |
40,484
-162
| -0.4% | -$19K | 0.67% | 20 |
|
|
2024
Q3 | $4.86M | Buy |
40,646
+419
| +1% | +$50.1K | 0.69% | 19 |
|
|
2024
Q2 | $4.52M | Buy |
40,227
+951
| +2% | +$107K | 0.74% | 19 |
|
|
2024
Q1 | $4.33M | Buy |
39,276
+1,238
| +3% | +$136K | 0.72% | 19 |
|
|
2023
Q4 | $3.87M | Buy |
38,038
+288
| +0.8% | +$29.3K | 0.68% | 20 |
|
|
2023
Q3 | $3.49M | Buy |
37,750
+2,662
| +8% | +$246K | 0.65% | 21 |
|
|
2023
Q2 | $3.37M | Buy |
35,088
+2,540
| +8% | +$244K | 0.59% | 23 |
|
|
2023
Q1 | $2.97M | Buy |
32,548
+802
| +3% | +$73.1K | 0.51% | 24 |
|
|
2022
Q4 | $2.69M | Sell |
31,746
-2,613
| -8% | -$222K | 0.46% | 28 |
|
|
2022
Q3 | $2.67M | Buy |
34,359
+2,135
| +7% | +$166K | 0.5% | 24 |
|
|
2022
Q2 | $2.7M | Buy |
32,224
+2,834
| +10% | +$238K | 0.5% | 25 |
|
|
2022
Q1 | $2.93M | Buy |
29,390
+1,275
| +5% | +$127K | 0.52% | 27 |
|
|
2021
Q4 | $2.97M | Buy |
28,115
+115
| +0.4% | +$12.2K | 0.56% | 27 |
|
|
2021
Q3 | $2.8M | Buy |
28,000
+708
| +3% | +$70.7K | 0.58% | 26 |
|
|
2021
Q2 | $2.76M | Buy |
27,292
+788
| +3% | +$79.7K | 0.59% | 26 |
|
|
2021
Q1 | $2.52M | Buy |
26,504
+671
| +3% | +$63.8K | 0.6% | 26 |
|
|
2020
Q4 | $2.34M | Sell |
25,833
-48
| -0.2% | -$4.36K | 0.61% | 25 |
|
|
2020
Q3 | $2.07M | Sell |
25,881
-1,706
| -6% | -$136K | 0.58% | 26 |
|
|
2020
Q2 | $2.03M | Sell |
27,587
-4,845
| -15% | -$357K | 0.56% | 30 |
|
|
2020
Q1 | $2.03M | Sell |
32,432
-1,573
| -5% | -$98.4K | 0.67% | 24 |
|
|
2019
Q4 | $2.7M | Sell |
34,005
-2,011
| -6% | -$159K | 0.58% | 27 |
|
|
2019
Q3 | $2.66M | Buy |
36,016
+915
| +3% | +$67.5K | 0.6% | 29 |
|
|
2019
Q2 | $2.59M | Buy |
35,101
+1,529
| +5% | +$113K | 0.58% | 28 |
|
|
2019
Q1 | $2.42M | Buy |
33,572
+2,499
| +8% | +$180K | 0.57% | 28 |
|
|
2018
Q4 | $1.99M | Buy |
31,073
+1,878
| +6% | +$121K | 0.53% | 28 |
|
|
2018
Q3 | $2.17M | Buy |
29,195
+1,970
| +7% | +$146K | 0.53% | 27 |
|
|
2018
Q2 | $1.94M | Buy |
27,225
+1,158
| +4% | +$82.3K | 0.46% | 32 |
|
|
2018
Q1 | $1.87M | Buy |
26,067
+6,588
| +34% | +$472K | 0.47% | 32 |
|
|
2017
Q4 | $1.4M | Buy |
19,479
+2,910
| +18% | +$210K | 0.41% | 46 |
|
|
2017
Q3 | $1.14M | Buy |
16,569
+1,347
| +9% | +$92.7K | 0.37% | 54 |
|
|
2017
Q2 | $997K | Buy |
15,222
+2,413
| +19% | +$158K | 0.37% | 64 |
|
|
2017
Q1 | $810K | Buy |
12,809
+4,992
| +64% | +$316K | 0.32% | 68 |
|
|
2016
Q4 | $463K | Buy |
+7,817
| New | +$463K | 0.26% | 72 |
|