Capital Advisors Inc’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
$120M Buy
2025
Q1
$107M Buy
2024
Q4
$81.1M Buy
2024
Q3
$80.3M Buy
2024
Q2
$73.6M Buy