One Advisory Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$519K Hold
2025
Q2
$496K Buy
2025
Q1
$435K Sell
2024
Q4
$460K Sell
2024
Q3
$474K Hold
2024
Q2
$446K Hold
2024
Q1
$437K Sell
2023
Q4
$444K Sell
2023
Q3
$418K Hold
2023
Q2
$434K Hold
2023
Q1
$413K Buy
2022
Q4
$268K Buy