Edgestream Partners’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
$512K Buy
2024
Q3
Sell
2024
Q2
$1.56M Buy
2024
Q1
$1.44M Buy
2023
Q4
$580K Sell
2023
Q3
$789K Buy
2023
Q2
$375K Buy
2023
Q1
$260K Buy