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North Berkeley Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

North Berkeley Wealth Management’s Portfolio ACWI Stock Details ACWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.6M Buy
82,510
+196
+0.2% +$25.2K 9.73% 3
2025
Q1 		$9.58M Buy
82,314
+2,245
+3% +$261K 9.97% 3
2024
Q4 		$9.41M Buy
+80,069
New +$9.41M 9.55% 3