Heritage Family Offices’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	-2,357	Closed	-$277K	–	178
2024 Q4	$277K	Sell	2,357 -63	-3%	-$7.4K	0.14%	136
2024 Q3	$289K	Hold	2,420	–	–	0.15%	135
2024 Q2	$272K	Buy	+2,420	New	+$272K	0.15%	128