LVW Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
3,248
+171
| +6% | +$22K | 0.05% | 205 |
|
|
2025
Q1 | $358K | Sell |
3,077
-1,122
| -27% | -$131K | 0.04% | 213 |
|
|
2024
Q4 | $493K | Sell |
4,199
-68
| -2% | -$7.99K | 0.06% | 189 |
|
|
2024
Q3 | $510K | Sell |
4,267
-438
| -9% | -$52.4K | 0.06% | 183 |
|
|
2024
Q2 | $529K | Sell |
4,705
-616
| -12% | -$69.2K | 0.08% | 159 |
|
|
2024
Q1 | $586K | Sell |
5,321
-5,170
| -49% | -$569K | 0.1% | 148 |
|
|
2023
Q4 | $1.07M | Sell |
10,491
-3,241
| -24% | -$330K | 0.2% | 78 |
|
|
2023
Q3 | $1.27M | Sell |
13,732
-4,810
| -26% | -$444K | 0.26% | 69 |
|
|
2023
Q2 | $1.78M | Sell |
18,542
-541
| -3% | -$51.9K | 0.34% | 62 |
|
|
2023
Q1 | $1.74M | Sell |
19,083
-19,800
| -51% | -$1.8M | 0.34% | 65 |
|
|
2022
Q4 | $3.3M | Buy |
38,883
+27,460
| +240% | +$2.33M | 0.67% | 42 |
|
|
2022
Q3 | $889K | Buy |
11,423
+8,375
| +275% | +$652K | 0.2% | 82 |
|
|
2022
Q2 | $256K | Buy |
+3,048
| New | +$256K | 0.05% | 196 |
|