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
2025
Q1
$134K Sell
2024
Q4
$428K Sell
2024
Q3
$454K Hold
2024
Q2
$427K Sell
2024
Q1
$424K Sell
2023
Q4
$400K Sell
2023
Q3
$379K Sell
2023
Q2
$445K Buy
2023
Q1
Sell
2022
Q4
$696K Buy