LGT Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.6K | Hold |
797
| – | – | 0.12% | 100 |
|
|
2025
Q1 | $44.2K | Sell |
797
-157
| -16% | -$8.71K | 0.14% | 105 |
|
|
2024
Q4 | $49.8K | Sell |
954
-527
| -36% | -$27.5K | 0.11% | 148 |
|
|
2024
Q3 | $84.7K | Sell |
1,481
-227
| -13% | -$13K | 0.21% | 81 |
|
|
2024
Q2 | $90.7K | Sell |
1,708
-30
| -2% | -$1.59K | 0.19% | 93 |
|
|
2024
Q1 | $92.8K | Hold |
1,738
| – | – | 0.11% | 182 |
|
|
2023
Q4 | $88.7K | Sell |
1,738
-1,853
| -52% | -$94.6K | 0.11% | 173 |
|
|
2023
Q3 | $169K | Buy |
+3,591
| New | +$169K | 0.21% | 101 |
|