Oak Family Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Oak Family Advisors’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
2025 Q3	$5.62M	Sell
2025 Q2	$5.83M	Buy
2025 Q1	$453K	Sell
2024 Q4	$1.43M	Buy
2024 Q3	$343K	Buy
2024 Q2	$318K	Buy