9WM
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9258 Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

9258 Wealth Management’s Portfolio ACWI Stock Details ACWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,145
Closed -$1.12M – 322
2022
Q4 		$1.12M Buy
+13,145
New +$1.12M 0.24% 86