AA Financial 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
$478K Hold
2025
Q2
$444K Hold
2025
Q1
$402K Hold
2024
Q4
$406K Hold
2024
Q3
$413K Buy
2024
Q2
$256K Hold
2024
Q1
$250K Hold
2023
Q4
$231K Buy