Beacon Capital Management LLC (Tennessee)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-46	Closed	-$5.92K	–	149
2025 Q2	$5.92K	Hold	46	–	–	﹤0.01%	723
2025 Q1	$5.35K	Hold	46	–	–	﹤0.01%	754
2024 Q4	$5.41K	Hold	46	–	–	﹤0.01%	711
2024 Q3	$5.5K	Hold	46	–	–	﹤0.01%	790
2024 Q2	$5.17K	Hold	46	–	–	﹤0.01%	696
2024 Q1	$5.07K	Hold	46	–	–	﹤0.01%	701
2023 Q4	$4.25K	Hold	46	–	–	﹤0.01%	673
2023 Q3	$4.41K	Hold	46	–	–	﹤0.01%	724
2023 Q2	$4.41K	Hold	46	–	–	﹤0.01%	724
2023 Q1	$4.19K	Hold	46	–	–	﹤0.01%	666
2022 Q4	$3.9K	Hold	46	–	–	﹤0.01%	693
2022 Q3	$4K	Hold	46	–	–	﹤0.01%	615
2022 Q2	$5K	Hold	46	–	–	﹤0.01%	629
2022 Q1	$5K	Buy	+46	New	+$4.58K	﹤0.01%	629

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PNC Financial Services Group

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JP Morgan Chase

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Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return