LFA
LGT Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Hold |
1,149
| – | – | 0.37% | 53 |
|
|
2025
Q1 | $134K | Sell |
1,149
-2,497
| -68% | -$291K | 0.41% | 52 |
|
|
2024
Q4 | $428K | Sell |
3,646
-151
| -4% | -$17.7K | 0.95% | 19 |
|
|
2024
Q3 | $454K | Hold |
3,797
| – | – | 1.12% | 18 |
|
|
2024
Q2 | $427K | Sell |
3,797
-54
| -1% | -$6.07K | 0.9% | 23 |
|
|
2024
Q1 | $424K | Sell |
3,851
-75
| -2% | -$8.26K | 0.49% | 40 |
|
|
2023
Q4 | $400K | Sell |
3,926
-177
| -4% | -$18K | 0.49% | 41 |
|
|
2023
Q3 | $379K | Sell |
4,103
-536
| -12% | -$49.5K | 0.48% | 38 |
|
|
2023
Q2 | $445K | Buy |
+4,639
| New | +$445K | 0.47% | 57 |
|
|
2023
Q1 | – | Sell |
-8,202
| Closed | -$696K | – | 96 |
|
|
2022
Q4 | $696K | Buy |
+8,202
| New | +$696K | 0.82% | 23 |
|