Oak Family Advisors’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 Q2	$5.83M	Buy	45,319 +41,429	+1,065%	+$5.33M	1.84%	18
2025 Q1	$453K	Sell	3,890 -8,300	-68%	-$966K	0.15%	59
2024 Q4	$1.43M	Buy	12,190 +9,317	+324%	+$1.09M	0.52%	48
2024 Q3	$343K	Buy	2,873 +45	+2%	+$5.38K	0.11%	101
2024 Q2	$318K	Buy	+2,828	New	+$318K	0.11%	98