LWA

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
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%	+$40.1K	0.04%	83
2023 Q4	$45.3K	Hold	887	–	–	0.02%	119
2023 Q3	$41.7K	Sell	887 -1,970	-69%	-$92.6K	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%	+$20.2K	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%	+$18.9K	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%	+$52.4K	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	+$32K	0.02%	79