ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 1,148 Value ($000) $159 Avg Close — Range —
Q2 2025
Shares 1,149 Value ($000) $148 Avg Close — Range —
Q1 2025
Shares 1,149 Value ($000) $134 Avg Close — Range —
Q4 2024
Shares 3,646 Value ($000) $428 Avg Close — Range —
Q3 2024
Shares 3,797 Value ($000) $454 Avg Close — Range —
Q2 2024
Shares 3,797 Value ($000) $427 Avg Close — Range —
Q1 2024
Shares 3,851 Value ($000) $424 Avg Close — Range —
Q4 2023
Shares 3,926 Value ($000) $400 Avg Close — Range —
Q3 2023
Shares 4,103 Value ($000) $379 Avg Close — Range —
Q2 2023
Shares 4,639 Value ($000) $445 Avg Close — Range —
Q4 2022
Shares 8,202 Value ($000) $696 Avg Close — Range —