LVW 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 | $449K | Hold |
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|
2025
Q2 | $418K | Buy |
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|
2025
Q1 | $358K | Sell |
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|
2024
Q4 | $493K | Sell |
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|
2024
Q3 | $510K | Sell |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $586K | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $1.74M | Sell |
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|
2022
Q4 | $3.3M | Buy |
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|
2022
Q3 | $889K | Buy |
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|
2022
Q2 | $256K | Buy |
|