LWL
Leo Wealth LLC’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 | $1.27M | Buy |
20,784
+2,806
| +16% | +$171K | 0.1% | 155 |
|
2025
Q1 | $997K | Sell |
17,978
-429
| -2% | -$23.8K | 0.14% | 124 |
|
2024
Q4 | $960K | Buy |
18,407
+214
| +1% | +$11.2K | 0.09% | 159 |
|
2024
Q3 | $1.04M | Sell |
18,193
-2,550
| -12% | -$146K | 0.1% | 151 |
|
2024
Q2 | $1.1M | Buy |
20,743
+252
| +1% | +$13.4K | 0.11% | 137 |
|
2024
Q1 | $1.09M | Hold |
20,491
| – | – | 0.11% | 142 |
|
2023
Q4 | $1.05M | Buy |
+20,491
| New | +$1.05M | 0.11% | 140 |
|