Great Waters Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Great Waters Wealth Management’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.82M	Sell	11,623 -350	-3%	-$53.5K	0.17%	30
2026 Q1	$1.66M	Sell	11,973 -125	-1%	-$18K	0.18%	30
2025 Q4	$1.71M	Buy	12,098 +264	+2%	+$37K	0.19%	28
2025 Q3	$1.64M	Buy	11,834 +42	+0.4%	+$5.58K	0.19%	30
2025 Q2	$1.52M	Sell	11,792 -218	-2%	-$26.1K	0.2%	32
2025 Q1	$1.4M	Sell	12,010 -185	-2%	-$22.2K	0.19%	32
2024 Q4	$1.43M	Buy	12,195 +36	+0.3%	+$4.32K	0.18%	36
2024 Q3	$1.45M	Sell	12,159 -448	-4%	-$51.3K	0.2%	33
2024 Q2	$1.42M	Sell	12,607 -713	-5%	-$78.4K	0.22%	33
2024 Q1	$1.47M	Sell	13,320 -270	-2%	-$28.4K	0.24%	32
2023 Q4	$1.36M	Sell	13,590 -2,006	-13%	-$192K	0.24%	34
2023 Q3	$1.44M	Sell	15,596 -510	-3%	-$48.9K	0.29%	33
2023 Q2	$1.55M	Sell	16,106 -1,182	-7%	-$110K	0.31%	32
2023 Q1	$1.59M	Sell	17,288 -851	-5%	-$75.9K	0.34%	31
2022 Q4	$1.64M	Buy	+18,139	New	+$1.53M	0.35%	31

Other funds holding ACWI

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Mullaney, Keating & Wright Middletown, Connecticut $207M AUM 26.34% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return