LMCG Investments’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
Q1 | – | Sell |
-53,596
| Closed | -$2.8M | – | 229 |
|
|
2024
Q4 | $2.8M | Buy |
+53,596
| New | +$2.8M | 0.17% | 125 |
|
|
2024
Q1 | – | Sell |
-72,264
| Closed | -$3.69M | – | 291 |
|
|
2023
Q4 | $3.69M | Buy |
72,264
+62,260
| +622% | +$3.18M | 0.23% | 115 |
|
|
2023
Q3 | $470K | Buy |
+10,004
| New | +$470K | 0.03% | 261 |
|
|
2023
Q1 | – | Sell |
-38,347
| Closed | -$1.74M | – | 299 |
|
|
2022
Q4 | $1.74M | Buy |
+38,347
| New | +$1.74M | 0.12% | 158 |
|
|
2015
Q1 | – | Sell |
-18,078
| Closed | -$778K | – | 537 |
|
|
2014
Q4 | $778K | Buy |
+18,078
| New | +$778K | 0.02% | 395 |
|