Lifelong Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Sell
12,366
-63
-0.5% -$8.1K 0.53% 26
2025
Q1
$1.45M Hold
12,429
0.68% 21
2024
Q4
$1.46M Buy
+12,429
New +$1.46M 0.66% 21