Caldwell Sutter Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Caldwell Sutter Capital’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	$138K	Hold
2025 Q2	$129K	Hold
2025 Q1	$117K	Hold
2024 Q4	$118K	Hold
2024 Q3	$120K	Hold
2024 Q2	$113K	Hold
2024 Q1	$110K	Hold
2023 Q4	$102K	Buy
2023 Q3	$25.4K	Hold
2023 Q2	$26.4K	Buy