Corient Private Wealth’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
Q3
$106M Buy
2025
Q2
$61.3M Buy
2025
Q1
$49.7M Sell
2024
Q4
$47.3M Sell
2024
Q3
$60.2M Sell
2024
Q2
$61M Buy
2024
Q1
$55.6M Buy
2023
Q4
$51.2M Sell
2023
Q3
$79.7M Buy
2023
Q2
$50.5M Buy
2023
Q1
$41.5M Sell
2022
Q4
$40.4M Buy