Integrated Wealth Concepts’s iShares MSCI ACWI ETF ACWI Stock Holding History

Integrated Wealth Concepts’s Portfolio ACWI Stock Details ACWI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$519K	Hold
2025 Q2	$482K	Buy
2025 Q1	$345K	Sell
2024 Q4	$360K	Buy
2024 Q3	$341K	Hold
2024 Q2	$321K	Hold
2024 Q1	$314K	Hold
2023 Q4	$290K	Buy
2023 Q3	$263K	Buy
2023 Q2	$273K	Buy