Catalyst Financial Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.89M	Hold	31,000	–	–	0.21%	41
2025 Q1	$1.72M	Hold	31,000	–	–	0.32%	41
2024 Q4	$1.62M	Sell	31,000 -3,758	-11%	-$196K	0.3%	45
2024 Q3	$1.99M	Buy	34,758 +3,758	+12%	+$215K	0.39%	35
2024 Q2	$1.65M	Buy	+31,000	New	+$1.65M	0.36%	38