Avantax Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Avantax Advisory Services’s Portfolio ACWI Stock Details ACWI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.1M	Buy
2023 Q1	–	Sell
2022 Q4	$287K	Buy