Brightwater Advisory’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
Q2
$542K Sell
2025
Q1
$505K Hold
2024
Q4
$510K Sell
2024
Q3
$857K Sell
2024
Q2
$1.18M Sell
2024
Q1
$2.02M Sell
2023
Q4
$2.75M Buy