LA
Legacy Advisors’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 | – | Sell |
-20,566
| Closed | -$1.14M | – | 24 |
|
|
2025
Q1 | $1.14M | Sell |
20,566
-2,680
| -12% | -$149K | 0.12% | 146 |
|
|
2024
Q4 | $1.21M | Buy |
23,246
+19,193
| +474% | +$1M | 0.12% | 137 |
|
|
2024
Q3 | $232K | Hold |
4,053
| – | – | 0.03% | 338 |
|
|
2024
Q2 | $215K | Hold |
4,053
| – | – | 0.03% | 307 |
|
|
2024
Q1 | $216K | Hold |
4,053
| – | – | 0.03% | 290 |
|
|
2023
Q4 | $207K | Buy |
+4,053
| New | +$207K | 0.03% | 294 |
|
|
2023
Q1 | – | Sell |
-12,772
| Closed | -$581K | – | 251 |
|
|
2022
Q4 | $581K | Buy |
+12,772
| New | +$581K | 0.11% | 136 |
|