Lifelong Wealth 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
Q3
$1.7M Sell
2025
Q2
$1.59M Sell
2025
Q1
$1.45M Hold
2024
Q4
$1.46M Buy