Lowe Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$106K	Hold	1,638	–	–	0.04%	93
2025 Q2	$99.8K	Hold	1,638	–	–	0.04%	89
2025 Q1	$90.8K	Hold	1,638	–	–	0.04%	94
2024 Q4	$85.4K	Hold	1,638	–	–	0.04%	95
2024 Q3	$93.7K	Hold	1,638	–	–	0.04%	80
2024 Q2	$87K	Hold	1,638	–	–	0.04%	85
2024 Q1	$87.5K	Buy	1,638 +751	+85%	+$38.5K	0.04%	83
2023 Q4	$45.3K	Hold	887	–	–	0.02%	119
2023 Q3	$41.7K	Sell	887 -1,970	-69%	-$96.4K	0.02%	115
2023 Q2	$141K	Hold	2,857	–	–	0.07%	60
2023 Q1	$139K	Hold	2,857	–	–	0.08%	57
2022 Q4	$130K	Hold	2,857	–	–	0.07%	60
2022 Q3	$114K	Hold	2,857	–	–	0.07%	58
2022 Q2	$129K	Buy	2,857 +447	+19%	+$21.6K	0.07%	55
2022 Q1	$126K	Hold	2,410	–	–	0.06%	61
2021 Q4	$134K	Hold	2,410	–	–	0.06%	58
2021 Q3	$134K	Hold	2,410	–	–	0.06%	55
2021 Q2	$139K	Hold	2,410	–	–	0.07%	56
2021 Q1	$133K	Hold	2,410	–	–	0.07%	49
2020 Q4	$128K	Hold	2,410	–	–	0.07%	47
2020 Q3	$111K	Hold	2,410	–	–	0.06%	44
2020 Q2	$104K	Hold	2,410	–	–	0.06%	46
2020 Q1	$91K	Buy	2,410 +500	+26%	+$22.5K	0.06%	42
2019 Q4	$94K	Hold	1,910	–	–	0.05%	47
2019 Q3	$88K	Hold	1,910	–	–	0.05%	46
2019 Q2	$89K	Hold	1,910	–	–	0.05%	45
2019 Q1	$88K	Hold	1,910	–	–	0.05%	46
2018 Q4	$80K	Buy	1,910 +1,250	+189%	+$55.1K	0.05%	45
2018 Q3	$31K	Hold	660	–	–	0.02%	87
2018 Q2	$31K	Hold	660	–	–	0.02%	86
2018 Q1	$33K	Hold	660	–	–	0.02%	83
2017 Q4	$33K	Hold	660	–	–	0.02%	81
2017 Q3	$32K	Buy	+660	New	+$31.1K	0.02%	79