LGT Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Hold |
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|
2025
Q1 | $134K | Sell |
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|
2024
Q4 | $428K | Sell |
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|
2024
Q3 | $454K | Hold |
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|
2024
Q2 | $427K | Sell |
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|
2024
Q1 | $424K | Sell |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $379K | Sell |
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|
2023
Q2 | $445K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $696K | Buy |
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