Cornerstone Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,861
Closed -$230K 230
2024
Q4
$230K Buy
+1,861
New +$230K 0.03% 218
2022
Q1
Sell
-1,359
Closed -$144K 222
2021
Q4
$144K Buy
+1,359
New +$144K 0.02% 289